← Back to searchVisit website
JK PRIVATE WEALTH, LLC
CRD 305987 · SEC 801-129804
49 WELLES ST., SUITE 204, GLASTONBURY, CT, 06033, United States
Phone
860-781-8341
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.4M
Discretionary AUM
$156.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $13.4M |
| High net worth individuals | 73 | $143.1M |
States served
TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD