$156.4M Total AUM
$156.4M Disc. AUM
-- 3Y CAGR
2 Employees
115 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element vector
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
49 Welles St. Suite 204 Glastonbury CT
About JK Private Wealth, LLC
JK Private Wealth is an independent, fiduciary RIA providing objective advice and wealth management for clients including business owners and entrepreneurs. The firm emphasizes client education, portfolio construction, and risk-managed asset allocation using ETFs and mutual funds alongside fixed income and select alternatives. Client account access is through Charles Schwab.
Team overview
53 AVG AGE
$156.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Momentum insight Delta Optima Oak Alpha eagle Prime meridian
Client Personas
Ember bridge Legacy
Custodian
Peak Zenith prime
Investment Themes
Pathway Meridian Pioneer summit Oak
Investment Vehicles
Capital Matrix vital
Services
Ridge Vector crest Beacon wave Capital insight Zenith momentum Radial Alpha Atlas frontier
Technology
Zenith
Owner & Executives
JOHN OTTENS KOONS
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #2475258
- Ownership
- 75% or more
(233) 912-3929
harbor.unison@elementcapital.com
in linkedin.com/in/atlas-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,427,502 | $336,403 |
| Non-Discretionary | $0 | -- |
| Total | $156,427,502 | $336,403 |
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Separately Managed Accounts
Total SMA Asset: $156,427,502
Public Funds:
14.5% Cash:
14.7% U.S. Government/Agency:
17.7% Equity - Exchange:
26.0% Other:
8.4% Municipal Bonds:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $372,122,887 | 14.5% |
| Cash | $377,255,616 | 14.7% |
| U.S. Government/Agency | $454,246,558 | 17.7% |
| Equity - Exchange | $667,254,831 | 26.0% |
| Other | $215,574,638 | 8.4% |
| Municipal Bonds | $479,910,205 | 18.7% |
| Total | $2,566,364,735 | 100.0% |