LK Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,500,000
Clients
42
Advisors
1
of 1 employees
About
LK Wealth Management provides personalized portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. Services include discretionary and non‑discretionary portfolio management as well as comprehensive and single‑subject financial planning engagements.
The firm constructs and monitors portfolios to align with client objectives and risk tolerances, using customized allocations or firm model portfolios with periodic rebalancing. Its investment approach combines fundamental, technical (charting) and cyclical analysis and employs both long‑ and short‑term strategies, including the use of options, margin transactions and short sales when appropriate.
What is noteworthy about the firm is its acceptance of pension and profit‑sharing plan clients, a client type that is uncommon among peers in this category, and the availability of fixed‑fee financial plans alongside hourly consulting. The firm executes client trades through an institutional custodian program and discloses that it receives certain custodial services and benefits, a relationship it identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fee for financial planning services generally between $2,000 and $5,000, negotiable
0.80% to 2.0% annually
$250 per hour for single subject financial planning/general consulting, negotiable
Fee-only: Financial planning fixed fee generally between $2,000 and $5,000, negotiable; Single subject financial planning/general consulting services at $250 per hour, negotiable
Main office
Duluth GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Lk Investment · Lk 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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