Overview
Assets Under Management: $127 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
JK PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305987), JK PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
JK PRIVATE WEALTH, LLC is headquartered in GLASTONBURY, CT.
JK PRIVATE WEALTH, LLC serves 57 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, JK PRIVATE WEALTH, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
JK PRIVATE WEALTH, LLC manages $127 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, JK PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 453
Discretionary Accounts: 453
Regulatory Filings
CRD Number: 305987
Last Filing Date: 2025-02-20 00:00:00
Website: https://jkprivatewealth.com