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| Happy Holidays!! thanks for using AUM13F!! |
| TKC Wealth Management LLC
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| CRD # | 158498 |
| SEC # | 801-133951 |
| CIK # | |
| AUM | $121.8 M (2025-07-09) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 214-389-2000 |
| Address | 12900 Preston Road, Suite 700 Dallas, TX 75230 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| LF | Civitas EB5 Holding Fund LP | 2011-11-09 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 16.6 |
| (b) Individuals (high net worth individuals) | 99 | 61.0 |
| (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 | 1 | 2.4 |
| (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 | 1 | 41.7 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 121.8 |
| By Discretionary | ||
| Discretionary | 263 | 111.4 |
| Non-Discretionary | 1 | 10.3 |
| Total | 264 | 121.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 116.0 | |
| Total | 264 | 121.8 |
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|---|---|---|
|
Harger and Company Inc
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LA | 0.1 |
|
River's Edge Wealth Management LLC
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PA | 0.1 |
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Bosman Wealth Management LLC
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CA | 0.1 |
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Walsky Investment Management Inc
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PA | 0.1 |
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Summit Financial Consulting LLC
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MI | 0.1 |
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Sherman Wealth Management LLC
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MD | 0.1 |
|
Pinnacle Wealth Management Partners Inc
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|
MI | 0.1 |
|
Conscious Capital Wealth Management LLC
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|
FL | 0.1 |
|
Foster Point Capital LLC
✚
|
0.1 | |
|
MFG Investments LLC
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NJ | 0.1 |