RIA Intel›Advisers›Arizona›BKS WEALTH LLC

BKS WEALTH LLC

Advisory

AZ

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account

$428K

across 51 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

MODERN WEALTH LLC

$22M

EPL INVESTMENT ADVISORY LLC

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OVERSON ADVISORY GROUP LLC

$22M

RK RETIREMENT SOLUTIONS LLC

$22M

PRISM CAPITAL ADVISORS, LLC

$22M

NERGARD WEALTH MANAGEMENT, LLC

$21M

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