Data / Investment advisers / Illinois / K2 Wealth Management LLC
K2 Wealth Management LLC, Chicago, IL: $120 million AUM, SEC registered investment adviser
K2 Wealth Management LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $120 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management, fixed fees and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 332264
- SEC file number
- 801-135782
- SEC status
- Approved, effective April 6, 2026
- Main office
- 1200 N. Ashland Ave. Suite 500, Chicago, IL 60622
- Phone
- (872) 227-7652
- Website
- k2wealthllc.com
- Regulatory AUM
- $120,000,000 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $115,000,000
- Non discretionary AUM
- $5,000,000
- Accounts
- 370
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 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 | 70 | $120 million |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortis Portfolio Solutions, LLC | Chicago | $140 million | Not listed | adviserinfo.sec.gov |
| Centerstar Asset Management, LLC | Chicago | $138.6 million | 3 | adviserinfo.sec.gov |
| Mark Bell Advisory Services, Inc. | Chicago | $138.2 million | Not listed | adviserinfo.sec.gov |
| Blue Line Capital | Chicago | $131.9 million | Not listed | adviserinfo.sec.gov |
| Versatile Capital Management L.L.C. | Chicago | $130.1 million | Not listed | adviserinfo.sec.gov |
| Yunistone Investment Group, LLC | Chicago | $119.5 million | Not listed | adviserinfo.sec.gov |
| The Copia Group | Chicago | $114.8 million | 1 | adviserinfo.sec.gov |
| Orchard Capital Management, LLC | Chicago | $111.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- K2 Wealth Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.