← Directory
GK WEALTH MANAGEMENT LLC
CRD 296847File 801-127973
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.