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K2 WEALTH MANAGEMENT LLC
CRD 332264File 801-135782
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.0M
Bottom 25% of cohort (national)
Discretionary AUM
$115.0M
Non-discretionary $5.0M
Clients
70
370 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 6, 2026
- Principal office
- 1200 N. ASHLAND AVE., SUITE 500, CHICAGO, IL, 60622
- Phone
- 872-227-7652
- Website
- HTTPS://www.k2wealthllc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.0M
- Discretionary AUM
- $115.0M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 350
- Non-discretionary accounts
- 20
- Total accounts
- 370
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $120.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.