Overview
Assets Under Management: $120 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 70
Average Client Assets: $1.7 million
Frequently Asked Questions
K2 WEALTH MANAGEMENT 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 #332264), K2 WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
K2 WEALTH MANAGEMENT LLC is headquartered in CHICAGO, IL.
K2 WEALTH MANAGEMENT LLC serves 70 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, K2 WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
K2 WEALTH MANAGEMENT LLC manages $120 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, K2 WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.7 million
Total Client Accounts: 370
Discretionary Accounts: 350
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 332264
Filing ID: 2094699
Last Filing Date: 2026-04-14 15:32:34