Willkate Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,820,000
Clients
30
33% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
LowAverage account size
$1,360,667
About
WillKate Wealth Management provides fee‑only financial planning and investment management to individuals, executives, professionals, business owners, retirees, and families. The firm requires all clients to complete a financial plan to access its investment management services and offers a range of engagements from project work to ongoing planning retainers and multi‑generational wealth planning.
The firm’s advice is intended to align with each client’s financial plan and investment policy statement, and the brochure describes a practice in which clients generally make final allocation decisions; the firm also states it accepts non‑discretionary authority but typically provides recommendations for client approval. WillKate emphasizes strategic, passive asset allocation with periodic rebalancing and can implement strategies using third‑party sub‑advisers, managed account platforms, and model portfolios.
Noteworthy distinctions include a formal “white‑glove” multi‑generational wealth planning service and an affiliated family‑enterprise consulting practice to which the firm’s principal devotes a significant portion of time, tying business‑succession and heir education into the planning offering. The firm is fee‑only (it does not sell commissioned products), does not act as custodian or routinely vote proxies for clients, and maintains a small, individualized client roster linked closely to written planning engagement.
Client services
Financial planning
Portfolio management
Expertise
Multi-generational wealth transfer
Business succession planning
Debt management
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Retired
Demographic focus
Established Professionals
Approaching retirement
Fee options
One-time financial projects starting at $3,700, existing client subscription fees on flat fee basis
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.90% annually $4,000,001 - $6,000,000: 0.80% annually $6,000,001 - $8,000,000: 0.70% annually $8,000,001 - $10,000,000: 0.60% annually $10,000,001 - $12,000,000: 0.50% annually $12,000,001 - $15,000,000: 0.45% annually $15,000,001 - $20,000,000: 0.40% annually $20,000,001+: To be discussed
Retainer fees collected monthly for financial planning and consultation services; retainer fees may range from $7,500 and up depending on complexity
Account minimum: $250,000 Fee-only: Fixed fees ranging from $3,700 and up for financial projects; $5,000 to $30,000 annually for financial planning; $25,000 to $100,000 annually for multi-generational wealth planning; retainer fees starting at $7,500 for consultations; flat fees for existing client subscription
Main office location
Willkate Wealth Management, LLC
405 8 Th Ave Nw, Suite 302
Aberdeen SD 57401, United States
Number of offices
2
Most active in
Willkate Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
South Dakota · Texas
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:
-
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.
-
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
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