PK WEALTH ADVISORS

PK WEALTH ADVISORS of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 335676). Regulatory assets under management: $18.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 335676
• Type: Registered investment adviser
• Location: 2110 K ST, STE 53, SACRAMENTO, CA, 95816
• Phone: 415-744-4124
• Latest filing: 2026-05-18
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search