$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2024
- Office Locations
- 1
Office Locations
-- Chapin SC
About K2 Wealth Management
K2 Wealth Management (dba Two Tree Financial, LLC) is a South Carolina–based registered investment adviser focused on business owners and entrepreneurs. The firm integrates wealth management and tax planning, coordinating investment decisions with business and exit considerations. Portfolios emphasize diversified asset allocation using ETFs and fixed income, with flexibility for alternatives where appropriate.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$84.8K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Pathway matrix Vital glacier Prime meridian Legacy Pioneer
Client Personas
Zenith Prime
Custodian
Focus
Investment Themes
Optima Harbor capital
Investment Vehicles
Pioneer vector
Platform
Ridge
Services
Vector crest Quantum Catalyst zenith Matrix Foundation
Owner & Executives
B
Brian Kristofer Duerson
Chief Compliance Officer, FOUNDER
- CRD
- #7021809
- Ownership
- 75% or more
(365) 469-7736
frontier.momentum@embercapital.com
in linkedin.com/in/prime-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,205,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,205,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,205,000
Equity - OTC:
19.2% Other:
10.6% Public Funds:
13.3% Corporate - Investment Grade:
16.4% Equity - Exchange:
8.2% Cash:
4.8% Municipal Bonds:
8.7% U.S. Government/Agency:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $843,885,437 | 19.2% |
| Other | $465,895,085 | 10.6% |
| Public Funds | $584,566,475 | 13.3% |
| Corporate - Investment Grade | $720,818,811 | 16.4% |
| Equity - Exchange | $360,409,406 | 8.2% |
| Cash | $210,971,359 | 4.8% |
| Municipal Bonds | $382,385,589 | 8.7% |
| U.S. Government/Agency | $826,304,491 | 18.8% |
| Total | $4,395,236,653 | 100.0% |