L
LK Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,500,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
7% 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
42
HighAverage account size
$392,857
About
LK Wealth Management provides personalized portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. Services include discretionary and non‑discretionary portfolio management as well as comprehensive and single‑subject financial planning engagements.
The firm constructs and monitors portfolios to align with client objectives and risk tolerances, using customized allocations or firm model portfolios with periodic rebalancing. Its investment approach combines fundamental, technical (charting) and cyclical analysis and employs both long‑ and short‑term strategies, including the use of options, margin transactions and short sales when appropriate.
What is noteworthy about the firm is its acceptance of pension and profit‑sharing plan clients, a client type that is uncommon among peers in this category, and the availability of fixed‑fee financial plans alongside hourly consulting. The firm executes client trades through an institutional custodian program and discloses that it receives certain custodial services and benefits, a relationship it identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Fixed fee for financial planning services generally between $2,000 and $5,000, negotiable
0.80% to 2.0% annually
$250 per hour for single subject financial planning/general consulting, negotiable
Fee-only: Financial planning fixed fee generally between $2,000 and $5,000, negotiable; Single subject financial planning/general consulting services at $250 per hour, negotiable
Main office location
LK Wealth Management, LLC
Duluth GA, United States
Number of offices
1
Most active in
LK Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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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