# Kiker Wealth Management

Kiker Wealth Management is a Multi Family Office based in Jasper, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Jasper, United States
- **Region:** North America
- **Address:** Jasper, AL, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** kikerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/kiker-wealth-management-l.l.c.

## Regulatory record

- **CRD number:** 154405
- **SEC file number:** 801-79392
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154405

## About

Kiker Wealth Management was established in 2010 by Joey Kiker, basing the independent registered investment advisory in Jasper, Alabama. Its location, well outside major financial centers, anchors a practice that competes on personal continuity rather than product breadth. The firm's investment posture centers on integrated financial planning — portfolio management is executed alongside tax strategy and estate design rather than as a standalone offering. Direct indexing, donor-advised fund facilitation, and insurance-reviewed planning are characteristic of firms of this profile, though the specific vehicles Kiker uses are not publicly detailed. Geographic reach remains concentrated in the Deep South, with a client footprint that plausibly extends to Birmingham, Huntsville, and the broader I-22 corridor. Team size and assets under management are not publicly disclosed, a common posture for privately held, founder-led RIAs that do not report to the SEC on a heightened schedule. No adjacent vehicles — such as a philanthropic foundation or real asset partnership — are known to operate under the Kiker umbrella. The firm has not announced any expansion of office locations or a succession plan publicly, which is consistent with a principal in mid-career operating a boutique practice without outside capital. What distinguishes Kiker structurally is the Main Street multi-family office model: an owner-operated advisory in a small Southern city serving a tight-knit client base across multiple family branches and their related charitable interests. Rather than chasing AUM aggregation or institutional mandates, the firm's architecture reflects the original trust-and-estate roots of American family-office advisory — continuity of relationship, not scale, is the balance-sheet asset.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Joey Kiker — Founder and Wealth Advisor

## Related profiles

- [Kiilto Ventures](https://altss.com/profile/kiilto-ventures)
- [Kiley Juergens Wealth Management](https://altss.com/profile/kiley-juergens-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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