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K2 WEALTH MANAGEMENT LLC
CRD 332264 · SEC 801-135782
1200 N. ASHLAND AVE., SUITE 500, CHICAGO, IL, 60622, United States
Phone
872-227-7652
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.0M
Discretionary AUM
$115.0M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $120.0M |
States served
CO, IL, KS, NE, NY, TX
All web addresses on file
Official SEC filing: View on IAPD