$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
166 ADV. Clients
5 yrs Firm Age
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- 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
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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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
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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 | -- |
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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% |