CHICAGO, ILCRD 332264Registration Status: ApprovedEffective since April 6, 2026Latest ADV April 14, 2026
K2 Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 14, 2026, reports $120M in regulatory assets under management, 4 employees, and 370 accounts.
Assets Under Management
$120M
Employees
4
Offices
--
Total Clients
70
Primary office
CHICAGO, IL
1200 N. ASHLAND AVE., SUITE 500, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of April 14, 2026
Discretionary95.8%
$115M
96% of total RAUM95.8%
Non-discretionary4.2%
$5M
4% of total RAUM4.2%
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$120M
Total Accounts370
10Y AUM Change$0 (0.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee18:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.