LK Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168378
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.56%
- HNWI36.11%
- Pension & Profit Sharing Plans8.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lk Wealth Management, LLC operates as an independent registered investment advisor (RIA) focusing on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Lk Wealth Management does not engage in capital allocation or act as a pension consultant. Their client base includes both individual and family clients as well as institutional clients. The firm employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.
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 Equities90%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds3%
- State & Local Bonds2%
Contacts
1 of 1
Woo Kang
PresidentCRD 4642415
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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