RIA Intel›Advisers›Pennsylvania›K WEALTH ADVISORS LLC

K WEALTH ADVISORS LLC

Advisory

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in PA

#1,110

of 1,528 advisers by AUM

Average account

$392K

across 94 accounts

AUM per adviser

$37M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$37M

Discretionary %

97.6%

Clients

32

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$37M

Discretionary AUM$36M

Non-Discretionary AUM$888K

Discretionary %97.6%

Total Clients32

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

32 clients

5 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

HYATT GARY LEE

WEST CHESTER, PA

$37M

+12.5% 1Y

WAYPOINT FINANCIAL, LLC

$37M

LENAPE INVESTMENTS, LLC

$36M

HACKETT ASSOCIATES, INC.

WYOMISSING, PA

$37M

+13.0% 1Y

DIBIASE & RUSCETTI ASSOCIATES, INC.

PITTSBURGH, PA

$36M

+9.6% 1Y

GM FINANCIAL ADVISORS, INC.

ALLENTOWN, PA

$37M

+18.7% 1Y

Get the full picture on K WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track K WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans