RIA Intel›Advisers›Maryland›ALIKOS WEALTH MANAGEMENT, LLC

ALIKOS WEALTH MANAGEMENT, LLC

Advisory

BETHESDA, MD

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in MD
#375
of 468 advisers by AUM
Average account
$686K
across 135 accounts
AUM per adviser
$46M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$93M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$93M
Discretionary AUM$93M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MD, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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