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GK WEALTH MANAGEMENT LLC
CRD 296847 · SEC 801-127973
98 WINTER STREET, RENO, NV, 89503, United States
Phone
775-354-6622
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.8M
Discretionary AUM
$235.6M
Team
5 total employees; 5 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $72.2M |
| High net worth individuals | 125 | $183.2M |
| Corporations/business entities | 9 | $1.6M |
States served
AZ, CA, CO, NV, OR, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD