PK Wealth Advisors

Overview

PK Wealth Advisors is an independent, individually owned registered investment adviser organized as a limited liability company. The firm focuses on serving individuals and families and positions itself as a capital allocator, managing discretionary portfolios and providing financial planning and related advisory services. Its business mix includes insurance brokerage alongside fee-based advisory work. Advisory services listed for the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives