J
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexEmber +more
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
-- Long Island City NY
About JWK Financial
JWK Financial is a flat fee-only, fiduciary financial planning firm serving first-generation wealth builders and busy professionals. Clients get ongoing access to a CFP4 professional and implementation support with tech-forward, virtual-friendly guidance focused on aligning investments to life goals. Investment portfolios are primarily ETF-based, with custody via Charles Schwab.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$509.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Wave Legacy quantum
Client Personas
Beacon oak
Custodian
Unison Glacier beacon Timber Vertex Atlas
Investment Themes
Alpha Legacy meridian
Investment Vehicles
Pathway zenith
Services
Vector optima Legacy foundation Momentum zenith Crest Frontier beacon Alpha Prime
Technology
Vital Value Peak legacy Quantum Oak vertex Beacon quantum
Owner & Executives
J
Jennifer Won Jin Kang
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5032965
- Ownership
- 75% or more
(831) 881-6270
oak.horizon@ridgecapital.com
in linkedin.com/in/oak-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,233,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,233,428 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,233,428
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,871,397,029 | 100.0% |
| Total | $4,871,397,029 | 100.0% |