GK Wealth Management LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 296847
- Registered since
- May 15, 2023
- Website
- www.gkwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.78%
- Individuals27.88%
- Charitable Organizations0.71%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GK Wealth Management LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves both individuals and families as well as institutional clients and identifies itself as a capital allocator that uses outside managers when appropriate. It reports a fee menu that includes AUM-based fees alongside hourly and fixed-fee arrangements. Advisory services listed on the firm’s disclosures include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension consulting services. GK Wealth Management does not describe itself as an active ESG investor and notes an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds28%
- Investment Grade Corp Bonds18%
- Other2%
- US Government Bonds1%
Owners & executives
2 of 2
Teddy Bakhos
Chief Investment OfficerCRD 7903014
Aryn Sands
Chief Operating Officer, Financial AdvisorCRD 2885607
Contacts
3 of 4
Clayton Holthaus
Financial AdvisorCRD 7238398
Ryan Mack
Director of Financial PlanningCRD 5860781
Antonio Arellanes
Investment Advisor RepresentativeCRD 7340099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$109M in ETFs
72%
$78.1M
20%
$30.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $4.6M | 85,355 | 4.19% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 98 Winter St
- Time zone
- PT (UTC-8)
- Office locations
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