TKC Wealth Management LLC logo

TKC Wealth Management LLC

Updated today

Client AUM

$79,165,536

Clients

259

Advisors

4

across 2 offices

About

TKC Wealth Management is an SEC‑registered advisory firm that manages separate accounts for individuals (including high net worth clients), pension and profit‑sharing plans, small businesses and institutional clients. Services include discretionary and non‑discretionary portfolio management, ERISA plan consulting, access to third‑party money managers, and recommendations of insurance and annuity products as part of comprehensive financial planning.

The firm’s investment approach blends fundamental intrinsic‑value analysis with tactical asset‑allocation decisions and offers a range of strategies (flexible, balanced, conservative, growth, and client‑driven) tailored to client risk tolerances. TKC provides quarterly performance reporting, encourages periodic client meetings, and states compliance with Department of Labor fiduciary standards for retirement accounts.

TKC’s structure and activities distinguish it from many peers: it reports a notable non‑U.S. client base, maintains affiliations with an insurance entity and with a broker‑dealer through which some representatives are dually registered, and actively offers educational seminars and workshops. The brochure also discloses the firm’s involvement with non‑traded REITs and private placements (including private placement offerings tied to an affiliated issuer) and describes related conflict‑of‑interest disclosures and procedures to address those relationships.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $2,000,000: 1.50% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $2,000,000 - $5,000,000: 1.25% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $5,000,000 - $10,000,000: 0.75% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $10,000,000+: 0.50% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.)

Commissions

Commissions and fixed fees on broker dealer related securities transactions and insurance related transactions not included in AUM fees; variable annuities; insurance commissions; commissions from private placements via Landolt Securities, Inc.

Other

Account minimum: $100,000

Main office

See office

12900 Preston Road, Suite 700

Dallas TX 75230

Advisors at this office

4

Most active in

California · New York · Texas · Wisconsin

Also doing business as

Civitas Wealth Management, LLC · Tkc 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

Advisors at this firm

user avatar

Ting C

CFP®, Series 63, Series 65

Dallas, TX

TKC Wealth Management LLC

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Anders T

Series 63, Series 66

Dallas, TX

TKC Wealth Management LLC

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Tyler R

Series 66

Kimberly, WI

TKC Wealth Management LLC

Tyler Reinhard is a Series 66 licensed advisor at TKC Wealth Management LLC with 10 years of industry experience. He has been with TKC Wealth Management since 2021 and also maintains a role with Landolt Securities Inc. since 2014. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm combines fundamental intrinsic-value analysis with tactical asset allocation, offering multiple strategies tailored to client risk tolerances and providing services such as portfolio management, ERISA plan consulting, and access to third-party money managers.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Yen Chun C

Series 63, Series 65

Dallas, TX

TKC Wealth Management LLC

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TKC Wealth Management, he was associated with Landolt Securities, Inc. He is also registered as a representative at Landolt Securities, where he sells investment products. TKC Wealth Management is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm provides discretionary and non-discretionary portfolio management using a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering multiple investment strategies tailored to client risk profiles.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Wang Chang T

Series 66

Dallas, TX

TKC Wealth Management LLC

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
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