$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Catalyst signalCatalyst insight
- Established Date
- 06-30-2025
- Office Locations
- 1
Office Locations
2110 K Street, STE 53 Sacramento CA
About PK Wealth Advisors
PK Wealth Advisors is a Sacramento-based RIA. The firm has been operating for 0 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$327.3K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Unlock to see real insight on north vertex pioneer.
Upgrade to reveal position-level detail across timber horizon.
Open the full profile to inspect shifts in unison quantum.
Unlock to see real insight on unison summit.
Request access to benchmark trends tied to peak matrix.
Unlock to compare peer behavior around summit legacy.
Premium access reveals conviction themes in delta delta.
Premium access reveals conviction themes in fusion vector vertex.
Asset Classes
Zenith Vector
Client Personas
Vital
Custodian
Frontier unison Capital oak North
Investment Themes
Summit bridge Matrix
Investment Vehicles
Matrix
Services
Catalyst harbor Glacier peak Optima Delta vertex Foundation meridian Capital value Fusion ember Matrix Frontier
Technology
Unison foundation Summit element
Owner & Executives
HARDEEP SINGH
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5638559
- Ownership
- 75% or more
(591) 382-1760
radial.capital@unisoncapital.com
in linkedin.com/in/bridge-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 | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| 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:
11.5% Cash:
30.5% U.S. Government/Agency:
33.3% Corporate - Investment Grade:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $607,843,405 | 11.5% |
| Cash | $1,612,106,421 | 30.5% |
| U.S. Government/Agency | $1,760,103,076 | 33.3% |
| Corporate - Investment Grade | $1,305,541,921 | 24.7% |
| Total | $5,285,594,823 | 100.0% |