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 registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm serves both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing and hourly charges. CPK reports that it is not an active ESG investor and is not organized as a multi-state adviser; it also identifies that it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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