BKS Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 329627
- Website
- bkswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.47%
- Individuals18.03%
- Corporations / Businesses2.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BKS Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its revenue model is fee-based, charging a percentage of assets under management, and the firm also conducts insurance brokerage activities. The adviser is not positioned as a capital allocator; instead it relies on third-party managers for alternative strategies (see Investments & Alternatives). BKS Wealth does not identify as an active ESG investor and is not listed as a multistate adviser in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds60%
- Exchange Traded Equities38%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Becki Sutton
Founder, CEO & CIOCRD 1859268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations