# LK Wealth Management, LLC

> LK Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 15, 2018.

- CRD: 168378
- Filed as: LK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: February 15, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168378
- AdvisorCensus page: https://advisorcensus.com/firm/lk-wealth-management-llc-168378

## Quick answers

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

**Is LK Wealth Management, LLC registered with the SEC or a state?**
LK Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168378.

**How much does LK Wealth Management, LLC manage?**
LK Wealth Management, LLC reports $18,000,000 in regulatory assets under management in its Form ADV filing dated February 15, 2018 (67% discretionary).

**What types of clients does LK Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does LK Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168378

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,000,000
- Discretionary: $12,000,000
- Non-discretionary: $6,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $10,000,000 |
| High net worth individuals | 3 | $6,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LK Wealth Management, LLC (CRD 168378): Form ADV filing data as of October 2026.