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| GK Wealth Management LLC
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|---|---|
| CRD # | 296847 |
| SEC # | 801-127973 |
| CIK # | 0002069222 |
| AUM | 258.8 M (2026-03-23) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 775-354-6622 |
| Address | 98 Winter Street Reno, NV 89503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002069222 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Apple Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| iShares Bitcoin Trust | 2.2 | ||
| Facebook Inc | 2.2 | ||
| Global MOFY Metaverse Ltd | 2.1 | ||
| Celestica Inc | 1.5 | ||
| Advanced Micro Devices Inc | 1.4 | ||
| Reddit Inc | 1.3 | ||
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| 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 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Global Financial Advisory Services Inc
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Triton Financial Group Inc
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OK | 258.7 M |
|
Up Strategic Wealth Investment Advisors LLC
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PA | 258.7 M |
|
Bush Investment Group LLC
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GA | 258.4 M |