L
CRD: 168378
LK Wealth Management, LLC
Duluth, GA
7709318608
$18.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2013
- Office Locations
- 1
Office Locations
-- Duluth GA
About LK Wealth Management, LLC
LK Wealth Management, LLC is a Duluth-based RIA. The firm has been operating for 13 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Frontier catalyst
Investment Vehicles
Peak
Services
Catalyst Delta Vertex ember Meridian
Owner & Executives
W
WOO DON KANG
Managing Member, Project Manager
- CRD
- #4642415
- Ownership
- 75% or more
(880) 618-8573
legacy.ember@wavecapital.com
in linkedin.com/in/atlas-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
Equity - Exchange:
36.4% Cash:
17.3% Corporate - Non-Investment Grade:
33.2% Municipal Bonds:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,955,597,493 | 36.4% |
| Cash | $929,446,061 | 17.3% |
| Corporate - Non-Investment Grade | $1,783,676,834 | 33.2% |
| Municipal Bonds | $703,800,196 | 13.1% |
| Total | $5,372,520,584 | 100.0% |