AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / New York / New York / TKG Wealth Advisers LLC

TKG Wealth Advisers LLC

Cranford, NJState-registered investment adviserCRD 324156

Filed as TKG WEALTH ADVISERS LLC

TKG Wealth Advisers LLC is a state-registered investment advisory firm in Cranford, NJ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

2 years
registered since 2024
$102,121,645
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is TKG Wealth Advisers LLC compensated?

On its Form ADV (Item 5.E, October 2026), TKG Wealth Advisers LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is TKG Wealth Advisers LLC located?

TKG Wealth Advisers LLC's principal office is in Cranford, NJ, according to its Form ADV.

Is TKG Wealth Advisers LLC registered with the SEC or a state?

TKG Wealth Advisers LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 324156.

How much does TKG Wealth Advisers LLC manage?

TKG Wealth Advisers LLC reports $102,121,645 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

What types of clients does TKG Wealth Advisers LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

Does TKG Wealth Advisers 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/324156

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$102,121,645

$102,121,645 as of October 2026, filing dated August 25, 2026.

Discretionary: $102,121,645.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 271 Assets $98,323,565 (96%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 10 Assets $3,798,080 (4%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2024 (2 years)
Employees
Total: 5. Performing investment advisory functions: 5.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NJ

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
tkgwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. TKG Wealth Advisers LLC (CRD 324156): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156