K2 Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 331906
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
K2 Wealth Management is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It also provides pension-consulting-type services, helps select other advisers, and runs educational workshops. K2 supplements its advisory practice with insurance brokerage and other financial-product distribution. The firm acts as a capital allocator — placing client capital with third-party managers and funds rather than relying solely on in-house proprietary strategies. The firm does not identify itself 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
- Non-Exchange Traded Equities37%
- Other27%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds14%
- Exchange Traded Equities3%
Contacts
1 of 1
Brian Duerson
PresidentCRD 7021809
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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