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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2024
- Office Locations
- 1
Office Locations
About TKG Wealth Advisers LLC
TKG Wealth Advisers LLC is a fiduciary wealth management firm providing personalized financial planning and investment management, integrated with insurance solutions and tax-efficient planning. The firm serves individuals and business owners with retirement plan guidance (IRAs, 401(k)s and more), business planning, and employee benefit solutions, and offers dedicated Medicare planning and enrollment support. Portfolios are implemented through Charles Schwab and the firm runs an Accountant Affiliation Program.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY STEPHEN MANNUZZA JR
Managing Partner
- CRD
- #6678266
- Ownership
- 25% but less than 50%
James M Sosinski CPA
--
- CRD
- #7001736
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JOHN LOUIS CAMPISE
--
- CRD
- #6411826
Michael Milevoi
--
- CRD
- #7944207
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,121,645 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,121,645 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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