K Wealth Advisors

Overview

K Wealth Advisors is an independent Registered Investment Adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, along with pension consulting and educational seminars/workshops. Its client service model combines ongoing investment management with project-based engagements billed on an hourly or fixed-fee basis, and a traditional percentage-of-AUM fee for managed relationships. Investment activity centers on public investment vehicles—primarily mutual funds—supplemented by targeted alternative exposure to real estate through REITs and third‑party real estate managers. K Wealth Advisors is not positioned as a capital allocator to bespoke private funds; instead it deploys external managers and pooled vehicles where appropriate. The firm does not present itself as an ESG-focused manager.

Assets & Accounts

Investments & Alternatives

Location & Offices