Gk Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 23, 2026, reports $259M in regulatory assets under management, 5 employees, and 1,330 accounts.
Top client segmentIndividuals represent 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
400
2
HNWI
23.4%
125
3
Corporations
1.7%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of March 23, 2026
Discretionary91.1%
$236M
91% of total RAUM91.1%
Non-discretionary8.9%
$23M
9% of total RAUM8.9%
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$259M
Total Accounts1,330
10Y AUM Change+$147M (+131.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee107:1
10Y Employee Change+3 (+150.0%)
* 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.