CRD: 331593
Daniel Island Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail
- Platforms
- Delta optimaHarbor +more
- Established Date
- 09-03-2024
- Office Locations
- 1
Office Locations
About Daniel Island Wealth Management, LLC
Daniel Island Wealth Management serves Daniel Island and the Greater Charleston area with comprehensive wealth management, financial and retirement planning, and estate-planning coordination. Portfolios emphasize asset allocation using ETFs and fixed income, supported by risk management and portfolio construction. Offers an Advyzon client portal and access via Charles Schwab; NaVOBA-certified veteran-owned.
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Owner & Executives
Barbara Hocevar Kalkas
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Nicholas Kalkas
President
- CRD
- #7915657
- Ownership
- 50% but less than 75%
Glacier alpha
Atlas signal beacon
- CRD
- #94291
- Ownership
- 23.6%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $686,491,320 | 27.5% |
| Cash | $172,246,913 | 6.9% |
| U.S. Government/Agency | $294,567,184 | 11.8% |
| Corporate - Investment Grade | $232,158,883 | 9.3% |
| Corporate - Non-Investment Grade | $626,579,350 | 25.1% |
| Municipal Bonds | $484,288,422 | 19.4% |
| Total | $2,496,332,072 | 100.0% |