This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-10-2024
- Office Locations
- 1
Office Locations
About BKS Wealth LLC
BKS Wealth is a San Diego-based financial planning and investment management firm serving individuals, families, and small business owners. The firm builds disciplined, personalized portfolio strategies aligned to client risk tolerance and time horizon, with planning support across retirement, tax, estate, and education goals. Founder/CIO Becki Sutton, CFA, CFP, brings 30+ years of investment industry experience; the firm reports Charles Schwab as its custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $428.5K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review BKS Wealth LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full BKS Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BECKI KATHLEEN SUTTON
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager
- CRD
- #1859268
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,852,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,852,223 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
BKS Wealth LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.