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| Keyboard |
| TKC Wealth Management LLC
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|---|---|
| CRD # | 158498 |
| SEC # | 801-133951 |
| CIK # | |
| AUM | 138.6 M (2026-03-23) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-389-2000 |
| Address | 12900 Preston Road, Suite 700 Dallas, TX 75230 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| LF | Civitas EB5 Holding Fund LP | 2011-11-09 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 7.9 |
| (b) Individuals (high net worth individuals) | 193 | 71.3 |
| (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 | 2 | 14.2 |
| (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 | 23 | 45.2 |
| (n) Other | 0 | 0.0 |
| Total | 284 | 138.6 |
| By Discretionary | ||
| Discretionary | 283 | 127.1 |
| Non-Discretionary | 1 | 11.5 |
| Total | 284 | 138.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 132.9 | |
| Total | 284 | 138.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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✚
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