PK WEALTH ADVISORS

Overview

PK Wealth Advisors is an independent registered investment adviser organized as an LLC and owner-operated. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. It also conducts insurance brokerage activities alongside its advisory services. The firm acts as a capital allocator, using third‑party managers when appropriate. Its fee schedules include percentage-of-AUM billing as well as hourly and fixed fees. PK Wealth Advisors does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices