Alikos Wealth Management, LLC

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Client assets under management

$92,623,251

Clients

49% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,259,104

About

Alikos provides discretionary investment management, financial planning, and retirement‑plan advisory to individuals (including high‑net‑worth clients), trusts, qualified plans, charitable organizations, and small businesses. The two‑advisor firm manages roughly $92.6 million for about 41 clients and typically establishes written investment policy statements with ongoing monitoring and periodic reviews.

The firm follows a long‑term, Modern Portfolio Theory approach that emphasizes passive, asset‑class diversification implemented primarily through no‑load mutual funds and ETFs (including funds from providers such as DFA and Avantis). Alikos also uses independent sub‑advisors for fixed‑income management, can engage third‑party managers for ESG or faith‑based mandates, and selectively employs interval and other alternative funds or individual equities when tax or client‑specific constraints warrant.

What sets the firm apart from many peers is a common‑ownership affiliation with an accounting practice, creating an integrated referral channel while maintaining separate client engagements and disclosures. The firm also relies on a third‑party back‑office and sub‑advisory arrangement for fixed‑income and administrative services and offers a third‑party cash‑management sweep, an operational mix that differs from many similarly sized supported advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments

Fee options

Fixed

Fixed fees generally ranging from $1,500 to $10,000 for financial planning

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.30%

Project-based

$100 to $400 per hour for financial planning services

Other

Account minimum: $10,000 minimum annual fee Minimum fee: Minimum annual fee of $10,000 for new clients; minimum fee will not result in more than 3% annually of assets under management Fee-only: Fixed fees generally ranging from $1,500 to $10,000 for financial planning; hourly fees from $100 to $400 per hour

Main office location

Alikos Wealth Management, LLC

Three Bethesda Metro Center, Suite 320

Bethesda MD 20814, United States

Number of offices

Most active in

District of Columbia · Maryland · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 240-880-1938

Advisors at this firm

Peter R

Series 65

Bethesda, MD

Alikos Wealth Management, LLC

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Private / alternative investments

Daniel R

Series 65

Bethesda, MD

Alikos Wealth Management, LLC

Daniel Ryan is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Alikos Wealth Management, LLC since 2015. Alikos Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios using primarily passively managed mutual funds and ETFs, and offers customized solutions including ESG and tax-sensitive strategies.

Private / alternative investments

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