$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial · Nationwide · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2011
- Office Locations
- 1
Office Locations
-- Solon OH
About WRK Investments, LLC
WRK Investments, LLC is a Solon-based RIA. The firm has been operating for 15 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$439.6K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RYAN LEE KITSON
Chief Compliance Officer, MANAGING PRINCIPAL, Stock Broker
- CRD
- #5312687
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,672,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,672,291 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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