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WILLKATE WEALTH MANAGEMENT, LLC
CRD 167109
405 8TH AVE NW, SUITE 302, ABERDEEN, SD, 57401, United States
Phone
605-262-0308
Fax
605-262-0547
Registration
— (—)
Source
State registered
Total AUM
$40.8M
Discretionary AUM
$40.8M
Team
4 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $10.0M |
| High net worth individuals | 10 | $30.8M |
All web addresses on file
Official SEC filing: View on IAPD