|
⚲
|
| Keyboard |
| K2 Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 332264 |
| SEC # | 801-135782 |
| CIK # | |
| AUM | 120.0 M (2026-04-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 872-227-7652 |
| Address | 1200 N Ashland Ave Chicago, IL 60622 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 120.0 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 370 | 120.0 |
| By Discretionary | ||
| Discretionary | 350 | 115.0 |
| Non-Discretionary | 20 | 5.0 |
| Total | 370 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.0 | |
| Total | 370 | 120.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dachtler Wealth Advisors LLC
✚
|
CA | 120.4 M |
|
Goldberg Financial Advisors LLC
✚
|
CA | 120.3 M |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 120.2 M |
|
American Wealth Advisors LLC
✚
|
GA | 120.2 M |
|
Summit Wealth Management LLC
✚
|
OH | 120.1 M |
|
Glazer Capital Management LLC
✚
|
TX | 120.1 M |
|
Pinetree Advisors Corp
✚
|
FL | 120.0 M |
|
Goldman Wealth Management & Associates LLC
✚
|
CA | 120.0 M |
|
Solid Point Wealth Advisors LLC
✚
|
119.7 M | |
|
Copperwood Financial Inc
✚
|
IL | 119.6 M |