CPK Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 296913
- Registered since
- May 24, 2018
- Website
- www.cpkwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.14%
- Individuals21.87%
- Pension & Profit Sharing Plans1.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
CPK Wealth Management LLC is an independent, limited liability advisory firm that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm serves both individual & family clients and institutional relationships, charging fees by percentage of assets under management and by hourly engagements. CPK is registered at the state level in Florida and Iowa and operates as a private advisory practice rather than a dedicated capital allocator. The firm does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Chad Kunc
Owner & FounderCRD 4804356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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