CPK Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$70,465,287
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
64
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
64
Average account size
$1,101,020
About
CPK Wealth Management provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates and sponsored retirement plans. The firm reports managing roughly $70.5 million across about 64 clients and implements portfolios that may include low‑cost mutual funds, ETFs, individual stocks and bonds as appropriate.
Investment decisions are driven by a relative strength process to identify dominant asset classes, styles and individual stocks, and the firm blends fundamental and technical analysis within a principally long‑term framework while allowing shorter‑term trades for rebalancing or client needs. Portfolios may use cash positions as hedges and the adviser conducts continuous monitoring with at least annual formal reviews and client reporting.
What is distinctive about the firm is its retirement plan and pension consulting work — including investment policy statement design, benchmarking, participant enrollment and education tracking and services performed in an ERISA fiduciary capacity — activities that are relatively uncommon among peers of this size. The brochure also discloses that firm personnel are licensed to sell insurance products and that the adviser maintains an institutional custodial relationship that provides technology and support benefits, both of which the firm notes as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Retirement income strategy
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% Over $25,000,001+: 0.25%
Commission-based compensation earned by associated persons for selling insurance products, separate from advisory fees.
$125 to $250 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly ranging from $125 to $250 per hour; fees may be negotiable.
Main office location
CPK Wealth Management LLC
12381 South Cleveland Avenue, Suite 102
Fort Myers FL 33907, United States
Number of offices
1
Most active in
CPK Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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.
-
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
Quick links
LinkedIn
Facebook
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Instagram
Website
(239) 230-2177
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