K
$120.0M Total AUM
$115.0M Disc. AUM
-- 3Y CAGR
4 Employees
70 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2024
- Office Locations
- 1
Office Locations
1200 N. Ashland Ave. Suite 500 Chicago IL
About K2 Wealth Management LLC
K2 Wealth Management LLC is a Chicago-based RIA. The firm has been operating for 2 years. Managing $120.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
41 AVG AGE
$40.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Optima zenith Wave Matrix Beacon insight
Client Personas
Ember Glacier signal
Investment Themes
Bridge zenith Alpha prime
Investment Vehicles
Radial
Platform
Alpha eagle
Services
Wave unison Timber Catalyst vertex Zenith Unison Horizon Crest horizon Catalyst Matrix
Owner & Executives
M
MATTHEW ROSS HECKLER
Chief Compliance Officer, Managing Member
- CRD
- #5580977
- Ownership
- 75% or more
(546) 750-8746
catalyst.wave@primecapital.com
in linkedin.com/in/value-element
Showing 1 of 1 owners & executives
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J
JING CHEN
Client Advisor
- CRD
- #7954546
(957) 987-8792
zenith.vector@quantumcapital.com
in linkedin.com/in/meridian-pioneer
STEPHANIE ANN LAUDE
--
- CRD
- #6663440
(667) 753-3744
ridge.catalyst@vitalcapital.com
in linkedin.com/in/signal-value
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,000,000 | $328,571 |
| Non-Discretionary | $5,000,000 | $250,000 |
| Total | $120,000,000 | $324,324 |
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Separately Managed Accounts
Total SMA Asset: $120,000,000
Public Funds:
9.1% Equity - Exchange:
17.9% Other:
21.3% Cash:
24.9% Municipal Bonds:
17.8% Corporate - Investment Grade:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $66,735,853 | 9.1% |
| Equity - Exchange | $131,271,622 | 17.9% |
| Other | $156,205,897 | 21.3% |
| Cash | $182,606,893 | 24.9% |
| Municipal Bonds | $130,538,261 | 17.8% |
| Corporate - Investment Grade | $66,002,491 | 9.0% |
| Total | $733,361,017 | 100.0% |