Data / Investment advisers / Nevada / GK Wealth Management LLC
GK Wealth Management LLC, Reno, NV: $259 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
GK Wealth Management LLC is an SEC registered investment adviser with its main office in Reno, Nevada and reports $259 million in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 296847
- SEC file number
- 801-127973
- SEC status
- Approved, effective May 15, 2023
- Main office
- 98 Winter Street, Reno, NV 89503
- Phone
- (775) 354-6622
- Website
- gkwealthmanagement.com
- Regulatory AUM
- $258,807,064 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $235,649,232
- Non discretionary AUM
- $23,157,832
- Accounts
- 1,330
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $183.2 million |
| Individuals (other than high net worth individuals) | 400 | $72.2 million |
| Charitable organizations | Fewer than 5 | $1.8 million |
| Corporations or other businesses | 9 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $258.8 million | February 23, 2026 |
| December 1, 2025 | $192.2 million | September 24, 2025 |
Other advisers in Reno
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| American Wealth Management | Reno | $760.5 million | Not listed | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | Not listed | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | Not listed | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | $270.7 million | 6 | adviserinfo.sec.gov |
| Vantage Wealth Planning | Reno | $264.7 million | Not listed | adviserinfo.sec.gov |
| Schultz Financial Group Incorporated | Reno | $214.8 million | Not listed | adviserinfo.sec.gov |
| Athena Wealth Management, LLC | Reno | $174 million | Not listed | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | $173.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reno, NV
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- GK Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.