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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2011
- Office Locations
- 2
Office Locations
About TKC Wealth Management LLC
TKC Wealth Management is a Dallas-based RIA serving retail and institutional relationships with offshore and U.S. wealth planning. The firm emphasizes privacy and integrity and provides investment planning, portfolio construction, and insurance/estate planning coordination. Portfolios are predominantly ETF-based, with access through custodians including Schwab and Interactive Brokers, and experience across asset allocation themes such as emerging markets.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TING KUO CHEN
President
- CRD
- #2394916
- Ownership
- Less than 5%
TYLER JOHN REINHARD
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6366204
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Yen-Chun Chen (Michael)
--
- CRD
- #7903965
ANDERS PIJEN TING
Financial Advisor
- CRD
- #3047441
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,135,465 | $449,242 |
| Non-Discretionary | $11,450,478 | $11,450,478 |
| Total | $138,585,943 | $487,979 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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