RIA Intel›Advisers›Georgia›LK WEALTH MANAGEMENT, LLC

LK WEALTH MANAGEMENT, LLC

Advisory

GA

Data as of Feb 15, 2018 · Source: SEC Form ADV

Average account

$400K

across 45 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 15, 2018.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$12M

Non-Discretionary AUM$6M

Discretionary %66.7%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

45 clients

3 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 GA

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

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OPTI BLOOM ADVISORS LLC

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HALLEY HILL WEALTH MANAGEMENT LLC

$18M

ALTERA ADVISORS, LLC

$18M

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