TKG Wealth Advisers LLC

RIASEC Registered

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$363K

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: Cranford, New Jersey
CRD number: 324156
Website: tkgwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals96.28%
Pension & Profit Sharing Plans3.72%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

TKG Wealth Advisers LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves individuals, families and some institutional clients and positions itself as a capital allocator that sources third‑party managers when appropriate. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. TKG also performs insurance brokerage and accounting activities alongside investment advice. Fee arrangements are flexible and include AUM‑based fees as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi‑state or pension consultant adviser.