Overview
Assets Under Management: $139 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 193
Average Client Assets: $0.4 million
Frequently Asked Questions
TKC 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 #158498), TKC WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TKC WEALTH MANAGEMENT LLC is headquartered in DALLAS, TX.
TKC WEALTH MANAGEMENT LLC serves 193 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, TKC WEALTH MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TKC WEALTH MANAGEMENT LLC manages $139 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, TKC WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.44%
Average Client Assets: $0.4 million
Total Client Accounts: 284
Discretionary Accounts: 283
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 158498
Filing ID: 2078000
Last Filing Date: 2026-03-23 11:13:32