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GK WEALTH MANAGEMENT LLC

RENO, NV · CRD 296847 · IAPD ↗ · gkwealthmanagement.com · 775-354-6622

$258.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
More than 500Planning clients
0Private funds
10States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — GK WEALTH MANAGEMENT LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — GK WEALTH MANAGEMENT LLC reported RAUM up 35% ($192.2M -> $258.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — GK WEALTH MANAGEMENT LLC now reports custody of client assets ($880,056).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2025 — GK WEALTH MANAGEMENT LLC reported RAUM up 28% ($150.7M -> $192.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — GK WEALTH MANAGEMENT LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
May 2024 — GK WEALTH MANAGEMENT LLC moved its main office from RENO, GA to RENO, NV.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
March 2024 — GK WEALTH MANAGEMENT LLC moved its main office from RENO, NV to RENO, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2024 — GK WEALTH MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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