Multi-Family OfficeRIA · CRD 168378

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LK Wealth Management

LK Wealth Management, LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $12 million on a...

LK Wealth Management

LK Wealth Management, LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $12 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at LK Wealth Management?

No named principals or investment decision-makers have been publicly identified for LK Wealth Management. The firm's website and LinkedIn are not captured in available records, and no credible publication has reported on its leadership. Without such disclosure, investment authority remains unknown.

What investment stages or asset classes does LK Wealth Management target?

No specific asset-class preferences, stage targets, or sector focuses have been disclosed by LK Wealth Management in any accessible public record. The firm's investment mandate remains undocumented.

Has LK Wealth Management made any recent investments or deals?

No recent investments, portfolio companies, or co-investments have been publicly attributed to LK Wealth Management in the last 24 months. The firm's activity is not documented in any credible publication.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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