GK Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$255,338,711
Clients
525
Advisors
6
of 6 employees
About
GK Wealth Management advises individuals, high‑net‑worth clients, families, small businesses, and retirement plans, offering ongoing portfolio management, financial planning, and pension/401(k) consulting. The firm provides both discretionary and non‑discretionary services and delivers written Investment Policy Statements to guide portfolio construction and monitoring.
GK’s investment process emphasizes strategic asset allocation, manager selection, and periodic rebalancing, and it commonly implements client strategies through third‑party managers and institutional fund managers that GK evaluates and oversees. The firm also incorporates alternative and private pooled vehicles into client solutions and describes specific valuation and liquidity practices it uses when including those investments in client AUM calculations.
Distinctive features disclosed in the brochure include operating as a manager‑of‑managers and receiving shared compensation from some third‑party managers, as well as an affiliated insurance agency through which representatives may receive commissions. The firm also discloses prior employment‑related regulatory matters involving its owner that were resolved under a consent arrangement that the brochure states has since been lifted.
Client services
Expertise
Fee options
Flat fees between $500 and $50,000 for creating financial plans
$0 - $200,000: Minimum fee applies: $500 per quarter for individuals/families; $1,000 per quarter for business clients $25,000+: Annual advisory fees generally range from 0.10% to 2.00%, fees are negotiable and vary by account size and complexity
$200 to $300 per hour for consulting/financial planning services
Account minimum: $25,000 Minimum fee: $500 per quarter for families/individuals with less than $200,000 AUM; $1,000 per quarter for business clients with less than $200,000 AUM Fee-only: Investment management fees; fees for financial planning, consulting services billed hourly or flat fee
Main office
98 Winter Street
Reno NV 89503
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · Nebraska · Nevada · Oregon · Tennessee · Texas · Washington
Also doing business as
Gk Wealth Management · Gk 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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