K2 WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$120,000,000
Discretionary
$115,000,000
Non-discretionary
$5,000,000
Firm details
- CRD number
- 332264
- SEC file number
- 801-135782
- Main office
- CHICAGO, IL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://www.k2wealthllc.com
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.