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PK WEALTH ADVISORS
PK WEALTH ADVISORS is a state-registered investment adviser in Sacramento, CA. The firm manages approximately $18 million in regulatory assets.
Overview
PK WEALTH ADVISORS is a state-registered investment adviser in Sacramento, CA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
Latin America
Country
Puerto Rico
City
Sacramento
Corporate office
San Juan, Puerto Rico
Principals
Pedro K. Santaella
Founder & CEO
Sector focus
Frequently asked questions
How does PK Wealth Advisors source proprietary deal flow?
The firm sources deals through Santaella's direct network from his prior investment banking career and relationships with local developers and middle-market credit providers in Puerto Rico and North America.
Which sectors does PK Wealth Advisors explicitly avoid?
The firm avoids venture capital, public equities, and early-stage technology investments. It focuses on asset-backed and credit-oriented strategies.
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