K2 Wealth Management LLC

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Client assets under management

$120,000,000

Clients

100% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,714,286

About

K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, offering discretionary investment management alongside comprehensive financial counseling that covers retirement planning, advanced tax and estate planning, life insurance review, and liability/risk management. The firm also facilitates implementation and coordinates with third-party professionals such as attorneys and accountants as part of its ongoing client service model.

The firm uses a goals- and risk-based approach to construct customized portfolios, employing quantitative methods, factor investing and optimization alongside mutual funds, ETFs, individual securities and third‑party sub-advisers. K2 WM monitors accounts regularly (at least annually), may obtain limited trading authority for discretionary management, and accesses sub-adviser strategies through a GeoWealth platform.

Noteworthy distinctions include the firm’s small advisory team managing roughly $120 million for about 70 clients and its recent registration history, which may result in a relatively concentrated advisor-to-AUM ratio compared with peers. The brochure also discloses that a firm principal is a licensed insurance agent who may receive commissions for insurance product recommendations (an activity the firm states occupies about 5% of that principal’s time), and the firm requires clients to custody assets with specified institutional custodians, which can affect available share classes and program options.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Life insurance needs analysis Options & derivatives strategies

Fee options

Percentage

$0 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.65% annually $5,000,001 - $50,000,000: 0.50% annually $50,000,001+: Negotiated

Commissions

Commission income may be earned from insurance products recommended by a licensed insurance agent associated with the firm

Other

Fee-only: Fixed financial planning fees ranging from $3,500 to $20,000 annually, depending on scope and complexity

Main office location

K2 Wealth Management LLC

1200 N. Ashland Ave., Suite 500

Chicago IL 60622, United States

Number of offices

Most active in

Colorado · Illinois · Kansas · Nebraska · New York

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 872-227-7652

Advisors at this firm

Matthew H

Series 66

Chicago, IL

K2 Wealth Management LLC

Matthew Heckler is a financial advisor at K2 Wealth Management LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Kovitz Investment Group Partners, Telemus Capital, HPM Partners, and The Ayco Company, L.P./Mercer Allied. He is also licensed in life and health insurance. K2 Wealth Management LLC provides discretionary investment management and comprehensive financial counseling to individuals, high-net-worth clients, and related trusts and estates. The firm employs a range of investment strategies including fundamental analysis, factor investing, and quantitative optimization, and offers services such as retirement planning, tax and estate planning, and coordinated tax return preparation.

General retirement planning Life insurance needs analysis Options & derivatives strategies

Stephanie L

CFP®, Series 65

Chicago, IL

K2 Wealth Management LLC

Stephanie Laude is a CFP® with eight years of industry experience, currently serving as an advisor at K2 Wealth Management LLC since 2025. Her prior roles include positions at CIPW Service Company, Corient, Balasa Dinverno Foltz LLC, Charles Schwab, and the University of Wisconsin Green Bay. Outside of her advisory work, she has worked briefly as an Instacart driver. K2 Wealth Management LLC provides discretionary investment management and comprehensive financial counseling to individuals, high-net-worth clients, and related trusts and estates. The firm employs a variety of investment strategies, including fundamental analysis and quantitative optimization, while offering services such as retirement, tax, and estate planning.

General retirement planning Life insurance needs analysis Options & derivatives strategies

Jing C

CFA®

Chicago, IL

K2 Wealth Management LLC

Jing Chen is a CFA® charterholder with one year of experience in the financial industry. Chen has worked at K2 Wealth Management LLC since 2024 and previously held positions at Forge Global and MSCI. K2 Wealth Management LLC provides discretionary investment management and comprehensive financial counseling to individuals, high-net-worth clients, and related trusts and estates. The firm employs a range of investment strategies including fundamental analysis, factor investing, and quantitative optimization, and offers services such as retirement planning, advanced tax and estate planning, and coordination with third-party money managers.

General retirement planning Life insurance needs analysis Options & derivatives strategies

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