# GK Wealth Management LLC

> GK Wealth Management LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 296847
- Filed as: GK WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296847
- AdvisorCensus page: https://advisorcensus.com/firm/gk-wealth-management-llc-reno-nv-296847

## Quick answers

**How is GK Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GK Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does GK Wealth Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is GK Wealth Management LLC located?**
GK Wealth Management LLC's principal office is in Reno, NV, according to its Form ADV.

**Is GK Wealth Management LLC registered with the SEC or a state?**
GK Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 296847.

**How much does GK Wealth Management LLC manage?**
GK Wealth Management LLC reports $258,807,064 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (91% discretionary).

**How have GK Wealth Management LLC's assets and staff changed since 2023?**
In the Form ADV data for GK Wealth Management LLC: Regulatory assets under management: $135,894,901 in the October 2023 data and $258,807,064 in the October 2026 data, up 90%. Total employees: 2 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GK Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (400); high net worth individuals (125); corporations or other businesses not listed above (9).

**Which custodians does GK Wealth Management LLC use?**
GK Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does GK Wealth Management LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296847

**Does GK Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "Our minimum initial account value is $25,000."

**What changed in GK Wealth Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it)

> Annual advisory fees generally range from 0.10% to 2.00%. The fee is calculated using the value of the assets in the Account on the last business day of the prior billing period, billed quarterly in advance.

- Account minimum: $25,000

> Our minimum initial account value is $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $258,807,064
- Discretionary: $235,649,232
- Non-discretionary: $23,157,832

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 400 | $72,157,419 |
| High net worth individuals | 125 | $183,181,292 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,833,026 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $1,635,327 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NE, NV, OR, TN, TX, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(3): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296847

### Websites listed on Form ADV (Item 1.I)
- gkwealthmanagement.com
- Facebook @GKWealthManagement
- Instagram @gkwealthmanagement
- LinkedIn @griffinmkirsch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $135,894,901 | 2 | August 17, 2023 |
| October 2024 | $150,725,592 | 2 | April 12, 2024 |
| October 2025 | $192,210,518 | 4 | May 29, 2025 |
| October 2026 | $258,807,064 | 5 | August 20, 2026 |

Regulatory assets under management: $135,894,901 in the October 2023 data and $258,807,064 in the October 2026 data, up 90%.
Total employees: 2 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NE.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $192,210,518 to $258,807,064 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GK Wealth Management LLC (CRD 296847): Form ADV filing data as of October 2026.