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PK WEALTH ADVISORS

PK WEALTH ADVISORS, LLC

CRD 335676

Visit website

2110 K ST, STE 53, SACRAMENTO, CA, 95816, United States

Phone

415-744-4124

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$18.0M

Discretionary AUM

$18.0M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; ERISA SERVICES FEES

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals55$18.0M

All web addresses on file

Official SEC filing: View on IAPD