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ALIKOS WEALTH MANAGEMENT, LLC

CRD 282985

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THREE BETHESDA METRO CENTER, SUITE 320, BETHESDA, MD, 20814, United States

Phone

240-880-1938

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$92.6M

Discretionary AUM

$92.6M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals21$6.0M
High net worth individuals20$86.7M

All web addresses on file

Official SEC filing: View on IAPD