RIA Intel›Advisers›Pennsylvania›VIKING WEALTH MANAGEMENT LLC

VIKING WEALTH MANAGEMENT LLC

Advisory

PA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in PA

#1,314

of 1,528 advisers by AUM

Average account

$313K

across 40 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$643K

Non-Discretionary AUM$12M

Discretionary %5.1%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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.

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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

23 clients

9 high-net-worth

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

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