Think Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Think Wealth, LLC is a small, California-registered investment adviser that primarily serves individual (non-high-net-worth) clients and also provides non-custodial consulting for group or individual 401(k) plans. The firm offers discretionary portfolio management using in-house model portfolios and charges asset-based advisory fees, a common approach among peers.
Clients are assigned to a conservative, balanced, or aggressive model based on an Investment Profile Questionnaire, and the firm implements and rebalances portfolios using only exchange-traded securities (individual stocks, bonds, ETFs, and ETNs). Advisors generally operate with discretionary authority and the firm requires clients to use its selected custodian for custody and trade execution.
Distinctively, the firm’s principals hold concurrent roles with other registered investment advisers and maintain an affiliated insurance agency, relationships that the brochure discloses and addresses through conflict-of-interest and code-of-ethics policies. The firm also notes several operating practices that differ from many peers — it reports no high-net-worth client segment, does not aggregate block trades, and discloses limited soft-dollar or third-party research arrangements.
Client services
Expertise
Fee options
1.5% annually
Account minimum: $50,000
Main office
27018 Monterey Ave
Valencia CA 91355
Advisors at this office
3
Most active in
California
Also doing business as
Think Wealth, LLC · Thinkwealth, Inc · Thinkwealth, 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.
Forms ADV
Advisors at this firm
Eric K
Series 63, Series 66
Valencia, CA
Think Wealth, LLC
Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.
Kenneth P
Series 65
Valencia, CA
Think Wealth, LLC
Kenneth Park is a financial advisor at Think Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including mortgage research and real estate property investment and management. Park is a managing partner at Think Wealth Asset LLC, where he is involved in operations and management. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities and emphasizes monitoring holdings for overlap and strategy adherence.
Eui L
Series 63, Series 65
Valencia, CA
Think Wealth, LLC
Eui Lim is an investment adviser representative at Think Wealth, LLC with four years of industry experience. She also serves as president and CEO of EB Wealth, where she is involved in marketing and promoting a fixed insurance product. Lim holds Series 63 and Series 65 licenses. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities exclusively and manages accounts on a discretionary basis with regular review and rebalancing.
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