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KIKER WEALTH MANAGEMENT, LLC

JASPER, GA · CRD 154405 · IAPD ↗ · kikerwealth.com · 706-253-7285

$395.1MRegulatory AUM
4Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
25States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — KIKER WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — KIKER WEALTH MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2026 — KIKER WEALTH MANAGEMENT, LLC reported RAUM up 47% ($268.6M -> $395.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
August 2025 — KIKER WEALTH MANAGEMENT, LLC notice-filed in AL, MO, NE, NM, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — KIKER WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
March 2025 — KIKER WEALTH MANAGEMENT, LLC reported RAUM up 66% ($161.5M -> $268.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2025 — KIKER WEALTH MANAGEMENT, LLC notice-filed in OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
September 2024 — KIKER WEALTH MANAGEMENT, LLC notice-filed in IL, MD, MI, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2024 — KIKER WEALTH MANAGEMENT, LLC notice-filed in AZ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — KIKER WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — KIKER WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.