JK PRIVATE WEALTH, LLC

Overview

JK Private Wealth, LLC is a boutique wealth manager focused on serving individuals and families with discretionary portfolio management and manager selection services. The firm operates as a capital allocator: while its primary exposure is through public funds and mutual funds, it intentionally allocates client capital to third‑party managers across private markets and credit strategies. JK Private Wealth charges fees as a percentage of assets under management and does not position itself as an ESG‑driven advisor. Investment emphasis centers on diversified, managed exposure — blending mutual funds and separately managed accounts with allocations to private equity, real estate, venture capital and credit structures. The firm’s advisory mandate explicitly includes selecting outside advisers, signaling a reliance on specialist managers for alternative and illiquid strategies rather than building those capabilities exclusively in‑house.

Assets & Accounts

Investments & Alternatives

Location & Offices