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KIKER WEALTH MANAGEMENT, LLC

788 W Church Street
Jasper, Georgia 30143
Tel: 706-253-7285

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About KIKER WEALTH MANAGEMENT, LLC

KIKER WEALTH MANAGEMENT, LLC, formally registered with the SEC as KIKER WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2014. They have over 2 offices throughout the country.

KIKER WEALTH MANAGEMENT, LLC is a Jasper, Georgia based Financial Planning firm with nearly $268,580,103 assets under management, offering retirement planning & investment advisory services to 1933 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154405
SEC#801-79392
Assets Managed by Firm$268,580,103
No. of Clients1933
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1933$268,580,103
Individuals (other than high net worth individuals)749$148,896,935
High net worth individuals54$109,069,420
Pension and profit sharing plans6$10,613,748

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