Viking Wealth Management LLC

Overview

Viking Wealth Management LLC is a small, independent RIA that delivers financial planning and portfolio management primarily to individual and family clients. The firm operates on a percentage-of-AUM fee model and also functions as an insurance broker, indicating a mix of advisory and insurance product work in client relationships. Its stated investment preference is equities, with exchange-traded equities identified as the single most used asset type, and it supplements portfolios with mutual funds and selected alternative strategies. Portfolio management appears to be delivered largely on a non-discretionary basis: a substantial portion of client assets remain under client control, which suggests Viking typically implements advice-and-approval workflows rather than broad discretionary mandates. The firm does not identify as an active ESG investor and is structured as an owner-operated LLC serving a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices