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, individually owned registered investment advisor that began SEC registration in 2023. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements include AUM-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG 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 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 133Active vs passive
$109M in ETFs
72%
$78.1M
20%
$30.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $4.6M | 85,355 | 4.19% |
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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