K2 Wealth Management LLC
K2 Wealth Management LLC is an SEC-registered wealth manager with $120.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns K2 Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332264, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $120.0M (2026-04-14)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 70
- CRD
- 332264
- Ownership
- HECKLER, MATTHEW, ROSS
How much AUM does K2 Wealth Management LLC have?
K2 Wealth Management LLC reported $120.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns K2 Wealth Management LLC?
Disclosed owners and executives of K2 Wealth Management LLC include HECKLER, MATTHEW, ROSS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.