CPK Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,065,378
Clients
64
Advisors
1
of 1 employees
About
CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates and sponsored retirement plans. In addition to typical individual portfolio management, the firm also serves corporate or business clients and manages pension and profit‑sharing plans, overseeing roughly $70 million in client assets across about 64 relationships.
The firm delivers mostly discretionary, customized portfolio management that combines a relative‑strength process to identify dominant asset classes and styles with both fundamental and technical analysis. Client portfolios typically include low‑cost mutual funds, ETFs, individual stocks and bonds and are managed with a long‑term orientation while allowing for tactical reallocations, cash positions as hedges, and occasional use of leveraged or inverse funds when deemed appropriate.
What distinguishes this firm from many peers is its explicit retirement plan and pension consulting work—services such as participant enrollment and education tracking, IPS design, ongoing plan benchmarking and investment recommendations while acting in an ERISA fiduciary capacity. The firm maintains an institutional custodial relationship for operational support and discloses that its personnel are licensed to offer insurance products for separate commission compensation, a potential conflict noted in its disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.25%
Insurance commissions earned by associated persons, separate from advisory fees
$125 to $250 per hour for financial planning and consulting services
Fee-only: Financial planning consulting fees $125 to $250 per hour, negotiable
Main office
Fort Myers FL
Advisors at this office
1
Most active in
Florida · Iowa
Also doing business as
Alvesolm Wealth Management, LLC · Cpk Wealth Management · Cpk Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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