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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element
- 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.
Team overview
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Investment Themes
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Technology
Owner & Executives
BECKI KATHLEEN SUTTON
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager
- CRD
- #1859268
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,852,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,852,223 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,852,223
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,145,318 | 26.8% |
| Equity - Exchange | $339,948,348 | 18.0% |
| Cash | $528,808,541 | 28.0% |
| U.S. Government/Agency | $513,699,726 | 27.2% |
| Total | $1,888,601,933 | 100.0% |