GK Wealth Management LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 296847
- Registered since
- May 15, 2023
- Website
- www.gkwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.78%
- Individuals27.88%
- Charitable Organizations0.71%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GK Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm is SEC-registered (2023) and describes itself as a capital allocator serving both individual/family and institutional clients. Core client services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of external advisers. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are used. The firm does not present itself as an active ESG investor and lists an industry affiliation with an insurance company.
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 Equities49%
- Public Funds/Mutual Funds28%
- Investment Grade Corp Bonds18%
- Other2%
- US Government Bonds1%
Owners & executives
2 of 2
Aryn Sands
Chief Operating Officer, Financial AdvisorCRD 2885607
Teddy Bakhos
Chief Investment OfficerCRD 7903014
Contacts
3 of 4
Ryan Mack
Director of Financial PlanningCRD 5860781
Clayton Holthaus
Financial AdvisorCRD 7238398
Griffin Kirsch
Founder and OwnerCRD 6388640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 483Active vs passive
$89.2M in ETFs
72%
$64.4M
17%
$24.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $3.6M | 66,788 | 4.08% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 98 Winter St
- Time zone
- PT (UTC-8)
- Office locations
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