GK WEALTH MANAGEMENT LLC

98 Winter Street Reno
Reno, Nevada 89503
Tel: 775-354-6622

About GK WEALTH MANAGEMENT LLC

GK WEALTH MANAGEMENT LLC, formally registered with the SEC as GK WEALTH MANAGEMENT LLC. The firm was established in 05/15/2023. They have over 1 offices throughout the country.

GK WEALTH MANAGEMENT LLC is a Reno, Nevada based Financial Planning firm with nearly $150,725,592 assets under management, offering retirement planning & investment advisory services to 1835 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296847
SEC#	801-127973
Assets Managed by Firm	$150,725,592
No. of Clients	1835
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1835	$150,725,592
Individuals (other than high net worth individuals)	384	$60,439,533
High net worth individuals	29	$75,948,713
Pension and profit sharing plans	50	$13,881,529
Charitable organizations	4	$455,817

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