Overview
Assets Under Management: $236 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 76
Average Client Assets: $2.3 million
Frequently Asked Questions
WWK WEALTH ADVISORS 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 #146832), WWK WEALTH ADVISORS is subject to fiduciary duty under federal law.
WWK WEALTH ADVISORS is headquartered in FORT WORTH, TX.
WWK WEALTH ADVISORS serves 76 high-net-worth clients according to their SEC filing dated November 06, 2018. View client details ↓
According to their SEC Form ADV, WWK WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
WWK WEALTH ADVISORS manages $236 million in client assets according to their SEC filing dated November 06, 2018.
According to their SEC Form ADV, WWK WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.74%
Average Client Assets: $2.3 million
Total Client Accounts: 420
Discretionary Accounts: 420
Regulatory Filings
CRD Number: 146832
Filing ID: 1247434
Last Filing Date: 2018-11-06 15:56:00