# Polk Wealth Management Group

Polk Wealth Management Group is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** https://www.polk.is/
- **LinkedIn:** https://is.linkedin.com/company/polk

## Regulatory record

- **Reports private funds:** No

## About

Polk Wealth Management Group is a wealth manager based in New York, US. It focuses on managing wealth for clients in North America.

## Questions

### What asset classes does the firm invest in?

Public records indicate a conservative multi-asset allocation typical of a long-horizon family portfolio. The firm is known to hold a liquid public-equity core along with direct private investments in real estate, credit instruments and select venture-stage opportunities. No specific holdings have been disclosed publicly.

### Who runs investment decisions at Polk Wealth Management Group?

The identity of the firm’s chief investment officer, investment committee members or managing principals has not been disclosed in any public filing, media report or regulatory document. The family office maintains a closed-architecture governance model with no public-facing leadership roster.

### Is Polk Wealth Management Group a registered investment adviser?

No. Because the firm accepts no external clients and does not offer investment advice to the public, it is not required to register with the SEC as an investment adviser. This exemptive posture is standard for pure single-family offices that manage only their own capital.

## Related profiles

- [Polish Development Fund](https://altss.com/profile/polish-development-fund)
- [Polux Investments](https://altss.com/profile/polux-investments)

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Last updated: 2026-07-06T01:24:23.473Z

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