WILLKATE WEALTH MANAGEMENT, LLC

Overview

Willkate Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm charges both percentage-of-assets and fixed fees and appears to run client relationships centered on discretionary portfolio management support. Given its client base and fee structure, the firm is positioned to serve high-net-worth households that want consolidated planning plus active oversight of their investment accounts. Investment activity shows a clear tilt toward publicly offered pooled vehicles — mutual funds and other public fund wrappers make up the single largest asset category — while the firm also accesses private placement opportunities and direct real assets for clients who qualify. The mix suggests a core-sleeve approach: scalable core exposure through funds and SMA-type portfolios, supplemented by alternatives and insurance products where appropriate for income, tax or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices