This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2020
- Office Locations
- 1
Office Locations
About K Wealth Advisors
K Wealth Advisors is a fee-only, independent fiduciary providing comprehensive financial planning and investment guidance for go-getters—especially real estate investors, business owners/entrepreneurs, and rising professionals. Portfolios are implemented primarily with ETFs, with custody via Charles Schwab. No commissions or products to sell, with an ongoing process to organize the full financial picture and track progress.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KURT Wayne ANGSTADT
Chief Compliance Officer, Owner, President
- CRD
- #4726951
- Ownership
- 50% but less than 75%
KATHERINE ANGSTADT
Owner, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,950,957 | -- |
| Non-Discretionary | $888,329 | -- |
| Total | $36,839,286 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing