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, SEC-registered advisory firm (registered in 2023) organized as an LLC and owned by an individual. The firm advises both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection services. Its fee arrangements include asset-based fees, hourly billing and fixed fees. GK Wealth Management identifies as a capital allocator and is affiliated with an insurance company; it does not market itself as an active ESG investor and is not designated as a multi-state adviser.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds28%
- Investment Grade Corp Bonds18%
- Other2%
- US Government Bonds1%
Owners & executives
2 of 2Teddy Bakhos
Chief Investment OfficerCRD 7903014
ARYN SANDS
Chief Operating Officer, Financial AdvisorCRD 2885607
Contacts
3 of 4Clayton 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 24Active vs passive
$94.5M in ETFs
45%
$42.3M
55%
$52.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.5M | 24,491 | 16.46% |
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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