Tkc Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 23, 2026, reports $139M in regulatory assets under management, 6 employees, and 284 accounts.
Assets Under Management
$139M
Employees
6
Offices
--
Total Clients
284
Primary office
DALLAS, TX
12900 PRESTON ROAD, SUITE 700, DALLAS, TX, United States
Top client segmentHNWI represent 68.0% of total clients.
Top client categories% of clientsClients
1
HNWI
68.0%
193
2
Individuals
23.2%
66
3
Corporations
8.1%
23
4
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of March 23, 2026
Discretionary91.7%
$127M
92% of total RAUM91.7%
Non-discretionary8.3%
$11M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$139M
Total Accounts284
10Y AUM Change+$17M (+13.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.