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| Happy Holidays!! thanks for using AUM13F!! |
| GK Wealth Management LLC
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| CRD # | 296847 |
| SEC # | 801-127973 |
| CIK # | 0002069222 |
| AUM | $192.2 M (2025-05-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 775-354-6622 |
| Address | 98 Winter Street Reno Reno, NV 89503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002069222 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.6 | ||
| Tesla Motors Inc | 4.0 | ||
| Lithium Americas Corp | 3.9 | ||
| Microsoft Corp | 3.2 | ||
| Nvidia Corp | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| Facebook Inc | 2.2 | ||
| iShares Silver Trust | 2.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 2.0 | ||
| Apple Inc | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.3 | ||
| Netflix Inc | 1.2 | ||
| VISA Inc | 1.2 | ||
| Oracle Corp | 1.2 | ||
| Global MOFY Metaverse Ltd | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 52.4 |
| (b) Individuals (high net worth individuals) | 79 | 108.8 |
| (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 | 110 | 27.1 |
| (h) Charitable organizations | 4 | 2.2 |
| (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 | 16 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,690 | 192.2 |
| By Discretionary | ||
| Discretionary | 1,643 | 174.0 |
| Non-Discretionary | 47 | 18.2 |
| Total | 1,690 | 192.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.2 | |
| Total | 1,690 | 192.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002069222] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Financial Services LLC
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|
NE | 0.2 |
|
ECON Financial Services Corporation
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|
PA | 0.2 |
|
Kroon & Mitchell Asset Management LLC
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|
MI | 0.2 |
|
Allen Capital Management LLC
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|
WA | 0.2 |
|
Whalen Wealth Management Inc
✚
|
NV | 0.2 |
|
Sterling Investment Advisors LLC
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|
MO | 0.2 |
|
Valley Brook Capital Group Inc
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|
PA | 0.2 |
|
Hardworking Capital Advisors LLC
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|
CA | 0.2 |
|
Kinwell LLC
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|
SC | 0.2 |
|
Kennedy Wealth and Tax Management Inc
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|
CT | 0.2 |