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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Foundation vector
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About CPK Wealth Management LLC
CPK Wealth Management is an independent RIA in Fort Myers, FL serving individuals and families with low-risk, tax-efficient planning and open-architecture portfolio construction. The firm uses low-cost, ETF-heavy model allocations built for specific market environments and can shift to 100% cash when market indicators signal, alongside retirement and legacy strategies such as tax-free income planning and RMD alternatives.
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Owner & Executives
CHAD PAUL KUNC
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #4804356
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,065,378 | $233,229 |
| Non-Discretionary | $1,399,909 | -- |
| Total | $70,465,287 | $233,229 |
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Separately Managed Accounts
Total SMA Asset: $70,465,287
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,306,603,709 | 23.0% |
| Public Funds | $1,130,496,253 | 19.9% |
| Cash | $1,369,093,452 | 24.1% |
| Corporate - Investment Grade | $1,033,921,196 | 18.2% |
| U.S. Government/Agency | $840,771,081 | 14.8% |
| Total | $5,680,885,691 | 100.0% |