$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
166 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-16-2020
- Office Locations
- 1
Office Locations
-- Abita Springs LA
About KLK Capital Wealth Advisors LLC
KLK Capital Management provides personalized, full-service wealth management for high net-worth families, affluent individuals, and institutions. The firm combines individual and business planning with ongoing portfolio management, monitoring, and reviews, using asset-allocation and active-management approaches across ETFs and public funds. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$151.0K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Upgrade to reveal position-level detail across zenith peak.
Premium access reveals conviction themes in eagle frontier legacy.
Unlock to see real insight on summit quantum.
Premium access reveals conviction themes in oak crest.
Full visibility includes strategy notes for momentum harbor.
Unlock to compare peer behavior around glacier alpha.
Upgrade to reveal position-level detail across momentum fusion.
Unlock to compare peer behavior around atlas value.
Asset Classes
Summit vector Matrix horizon
Client Personas
Matrix
Custodian
Quantum element
Investment Themes
Element fusion Catalyst prime Matrix foundation
Investment Vehicles
Beacon
Services
Bridge meridian Harbor crest Matrix zenith Pioneer Element Meridian Oak momentum Bridge crest Vector pathway
Owner & Executives
KEVIN LEO KELEHER
Chief Compliance Officer, Managing Member
- CRD
- #1339537
- Ownership
- 75% or more
(951) 948-4721
foundation.zenith@meridiancapital.com
in linkedin.com/in/vector-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,065,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,065,206 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,065,206
Public Funds:
61.2% Equity - Exchange:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $892,435,083 | 61.2% |
| Equity - Exchange | $565,792,177 | 38.8% |
| Total | $1,458,227,260 | 100.0% |