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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2013
- Office Locations
- 1
Office Locations
About Willkate Wealth Management, LLC
WillKate Wealth Management works with individuals, multi-generational families, and family businesses on comprehensive wealth and legacy planning, with an emphasis on generational transitions and family harmony. The team pairs financial and estate planning with coaching/mediation to align personal, business, and family goals, and supports portfolio construction and asset allocation using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
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Owner & Executives
AGATHA KAY JOHNSON
Managing Member, Owner
- CRD
- #2425275
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jerrad DuWayne Aman
Family Enterprise Advisor
- CRD
- #8221506
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,820,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,820,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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