Willkate Wealth Management, LLC
Firm details
- Headquarters
- Aberdeen, South Dakota
- CRD number
- 167109
- Website
- will-kate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.53%
- Individuals24.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Willkate Wealth Management, LLC is an independent, individually owned registered investment adviser that works primarily with individual and family clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation comes through a mix of percentage-of-AUM fees and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities35%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
- Other2%
Owners & executives
1 of 1
Agatha Johnson
Founder and CEOCRD 2425275
Contacts
1 of 1
Jerrad Aman
Wealth AdvisorCRD 8221506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aberdeen, SD
Brown
Location
Aberdeen, SD
Headquartered in Aberdeen, SD, in the Midwest of the United States.
- Region
- Midwest
- County
- Brown
- Address
- 405 8th Ave Nw
- Time zone
- CT (UTC-6)
- Office locations
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