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GK WEALTH MANAGEMENT LLC
CRD 296847File 801-127973
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$258.8M
Below cohort median (national)
Discretionary AUM
$235.6M
Non-discretionary $23.2M
Clients
534
1,330 accounts
Employees
5
Below cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 2023
- Principal office
- 98 WINTER STREET, RENO, NV, 89503
- Phone
- 775-354-6622
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $258.8M
- Discretionary AUM
- $235.6M
- Non-discretionary AUM
- $23.2M
- Discretionary accounts
- 1,278
- Non-discretionary accounts
- 52
- Total accounts
- 1,330
- AUM per client
- $485K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $1.6M |
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 125 | $183.2M |
| Individuals (other than high net worth individuals) | 400 | $72.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D3
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 4 | 5 | increased by1 |
| Mar 1, 2026 | Clients | 611 | 534 | decreased by77 |
| Mar 1, 2026 | AUM | $192,210,518 | $258,807,064 | increased by$66,596,546 |
| Mar 1, 2026 | Accounts | 1,690 | 1,330 | decreased by360 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.