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, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm functions as a capital allocator, directing client capital to external managers in addition to managing portfolios directly. Its fee model combines a percentage-of-assets approach with fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and investor education through seminars and workshops. The firm does not position itself as an 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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