GK Wealth Management LLC

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Assets, Funds, Holdings

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GK Wealth Management LLC
CRD #296847
SEC #801-127973
CIK #0002069222
AUM 258.8 M (2026-03-23)
Employees 5 (100% Investors, 0% Brokers)
Phone775-354-6622
Address98 Winter Street
Reno, NV 89503
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 7.6
Micron Technology Inc 6.5
Tesla Motors Inc 6.4
Nvidia Corp 5.7
Lithium Americas Corp 5.2
iShares Silver Trust 4.6
Credo Technology Group Holding Ltd 4.4
Alphabet Inc 4.1
Taiwan Semiconductor Manufacturing Co Ltd 3.4
Microsoft Corp 3.1
View All
Holdings by Sector ($M)
200160120804002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 400 72.2
(b) Individuals (high net worth individuals) 125 183.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 1.6
(n) Other 0 0.0
Total 1,330 258.8
By Discretionary
Discretionary 1,278 235.6
Non-Discretionary 52 23.2
Total 1,330 258.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 258.8
Total 1,330 258.8
EDGAR Form CIK 2011 - 2026
13F-HR [0002069222]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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