Willkate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,540,000
Total clients
81
5% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
81
Average account size
$537,531
Client services
Fee options
One-time financial projects starting at $3,700; existing client subscription fees vary based on scope.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Account minimum: $250,000 minimum if bundled financial planning and investment management services are requested; no minimum if paying for planning services only; Seasons of Life program minimum $5,000 (with $50,000 minimum for tax-loss harvesting feature) Fee-only: Fixed fees ranging from $5,000 to $30,000 for financial planning; $25,000 to $100,000 annually for multi-generational wealth planning; consultation retainers starting at $7,500; financial projects starting at $3,700.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Willkate Wealth Management, LLC
405 8 Th Ave Nw, Suite 302
Aberdeen SD 57401, United States
Number of offices
2
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")