RIA IntelAdvisersNew JerseyTKG WEALTH ADVISERS LLC

TKG WEALTH ADVISERS LLC

Advisory

CRANFORD, NJ

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in NJ
#581
of 775 advisers by AUM
Average account
$363K
across 281 accounts
AUM per adviser
$20M
5 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$102M
1-Year AUM Growth
3-Year CAGR
Employees
5
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients281
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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