RIA Intel›Advisers›South Dakota›WILLKATE WEALTH MANAGEMENT, LLC

WILLKATE WEALTH MANAGEMENT, LLC

Advisory

ABERDEEN, SD

Data as of Jul 8, 2026 · Source: SEC Form ADV

Average account

$327K

across 125 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSD, 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

30 clients

10 high-net-worth

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

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BIRCH INVESTMENT MANAGEMENT, L.L.C.

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