WRK Investments, LLC
RIASEC Registered
Total AUM
$9.7M
Discretionary
$9.7M
100% of AUM
Avg account
$645K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156457
- Custodians
- THE VANGUARD GROUP, INC., TD AMERITRADE, INC., VOYA FINANCIAL ADVISORS, INC., INTERACTIVE BROKERS LLC, NATIONWIDE SECURITIES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.19%
- Individuals6.81%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
WRK Investments, LLC is an independent registered investment advisor organized as an LLC that works primarily with individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals and small businesses, alongside market-timing services. WRK is not described as a capital allocator, does not report active ESG investing, and does not serve as a multi-state adviser or pension consultant.
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 Equities92%
- Other8%
Contacts
1 of 1Ryan Kitson
Managing PrincipalCRD 5312687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations