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K2 WEALTH MANAGEMENT LLC

CHICAGO, IL · CRD 332264 · IAPD ↗ · k2wealthllc.com · 872-227-7652

$120.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — K2 WEALTH MANAGEMENT LLC (CHICAGO, IL) is newly SEC-registered with $120.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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