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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaPeak +more
- Established Date
- 04-25-2019
- Office Locations
- 2
Office Locations
About GK Wealth Management LLC
GK Wealth Management LLC is a Reno, NV registered investment adviser providing investment planning, retirement planning, and financial planning for business owners, including guidance on individual securities. The team serves executives and small business owners, with portfolio implementation that is heavily ETF-based. The firm lists an in-house Chief Investment Officer and uses Charles Schwab & Co. as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Griffin Michael Kirsch
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6388640
- Ownership
- 75% or more
ARYN PATRICE SANDS
CHIEF OPERATING OFFICER
- CRD
- #2885607
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Antonio Vynn Arellanes
Financial Advisor, General Partner
- CRD
- #7340099
Teddy Bakhos
Investment Advisor
- CRD
- #7903014
Catalyst vector
Signal peak
- CRD
- #49065
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,649,232 | $184,389 |
| Non-Discretionary | $23,157,832 | $445,343 |
| Total | $258,807,064 | $194,592 |
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Separately Managed Accounts
Total SMA Asset: $258,807,064
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,580,744,402 | 18.9% |
| Public Funds | $669,098,160 | 8.0% |
| Corporate - Investment Grade | $660,734,433 | 7.9% |
| Other | $802,917,791 | 9.6% |
| Cash | $2,124,386,656 | 25.4% |
| Municipal Bonds | $1,212,740,414 | 14.5% |
| U.S. Government/Agency | $1,313,105,138 | 15.7% |
| Total | $8,363,726,994 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH VERTEX BEACON | ATLAS INSIGHT | GSVWC0BDU | CJIVQ | 8.66% | $71,150,926 |
| BEACON EMBER BEACON | UNISON SIGNAL | DPIDWB4A4 | FKX | 1.66% | $16,370,181 |
| CATALYST RADIAL | OPTIMA SIGNAL | ESIL98WY1 | CYJ | 7.67% | $67,625,877 |
| BRIDGE ELEMENT | VITAL SIGNAL | 8J7SHFFFU | CUDW | 2.04% | $24,212,653 |
| CAPITAL EAGLE TIMBER | PATHWAY ALPHA | N2FCV82TW | XSTQN | 9.81% | $103,136,939 |
| CREST FOCUS | UNISON UNISON | WMI1RSXX3 | VHTQG | 2.60% | $44,641,146 |
| DELTA BRIDGE | FOUNDATION EAGLE | PACMS562X | TIGV | 8.97% | $17,677,136 |
| PRIME PATHWAY | PRIME MOMENTUM | G629ZK9UT | LFD | 6.89% | $20,943,807 |