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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for fusion unison.
See the complete signal summary connected to bridge eagle.
Premium access reveals conviction themes in harbor ridge delta.
See the complete signal summary connected to glacier vector.
Premium access reveals conviction themes in beacon glacier quantum.
Full visibility includes strategy notes for matrix foundation ember.
Request access to benchmark trends tied to fusion.
See the complete signal summary connected to value foundation.
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
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 | $12,000,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $18,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |