GK Private Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,073,023
Clients
44
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$388,023
About
GK Private Wealth Partners is a fee-only independent registered investment adviser managing roughly $17 million for about 44 clients. The firm provides discretionary investment management, ongoing and project-based financial planning, and retirement plan consulting for individuals (including high-net-worth clients) and employer-sponsored plans.
The firm develops individualized investment policies and asset-allocation targets and implements portfolios using a mix of stocks, bonds, mutual funds, and ETFs, sometimes employing third‑party outside managers; accounts are reviewed periodically and the adviser generally has discretionary trading authority. Financial planning covers a broad range of topics — cash flow, retirement projections, estate considerations, insurance, and tax-related issues — and the firm coordinates with outside professionals when appropriate.
Notably, the firm offers retirement plan consulting to plan sponsors — including investment policy development, fee analysis, vendor searches, and participant education — and acts in a fiduciary capacity for plan clients under ERISA, a service less common among peers of similar size. The firm’s principal holds CFP® and AICPA Personal Financial Specialist credentials and maintains ongoing accounting practice experience, a combination that informs its plan consulting and tax-aware planning work.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Retirement income strategy
Fee options
Fixed fees for project-based financial planning range from $1,000 to $6,000; ongoing financial planning fixed fees range from $100 to $500 per month.
$300 per hour for project-based financial planning.
Ongoing financial planning charged monthly in arrears between $100 and $500 per month.
Fee-only: Fees are negotiable; no specific flat rate stated.
Main office location
GK Private Wealth Partners LLC
5600 New King Drive, Suite 300
Troy MI 48098, United States
Number of offices
1
Most active in
GK Private Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan
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.
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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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