Jk Private Wealth, LLC
Jk Private Wealth, LLC is an SEC-registered wealth manager in Glastonbury, CT with $156.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Jk Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305987, SEC 801-129804, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $156.4M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Glastonbury, CT
- Employees
- 2
- Clients
- 115
- CRD
- 305987
- Ownership
- KOONS, JOHN, OTTENS
How much AUM does Jk Private Wealth, LLC have?
Jk Private Wealth, LLC reported $156.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Jk Private Wealth, LLC?
Disclosed owners and executives of Jk Private Wealth, LLC include KOONS, JOHN, OTTENS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.