Tkc Wealth Management LLC
Tkc Wealth Management LLC is an SEC-registered mass-market adviser in Dallas, TX with $138.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tkc Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158498, SEC 801-133951, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $138.6M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 6
- Clients
- 284
- CRD
- 158498
- Ownership
- TK CHEN MANAGEMENT LLC; TING KUO CHEN CHILDREN'S DYNASTY TRUST; BARNES, JASON, THOMAS; STONE, NICHOLAS, ROBERT; CHEN, TING, KUO
How much AUM does Tkc Wealth Management LLC have?
Tkc Wealth Management LLC reported $138.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Tkc Wealth Management LLC?
Disclosed owners and executives of Tkc Wealth Management LLC include TK CHEN MANAGEMENT LLC, TING KUO CHEN CHILDREN'S DYNASTY TRUST, BARNES, JASON, THOMAS, STONE, NICHOLAS, ROBERT, CHEN, TING, KUO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.