Investment adviser · CRD 296913
CPK WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
FORT MYERS, FL, United States · Form ADV filed Nov 27, 2018
- Regulatory AUM
- $34.1M Form ADV · Item 5.F
- Client accounts
- 146 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 49 | $22,555,082 | 66.2% |
| High-net-worth individuals | 7 | $10,323,220 | 30.3% |
| Retirement plans | Fewer than 5 | $930,829 | 2.7% |
| Corporations & businesses | Fewer than 5 | $242,269 | 0.7% |
Filing source
Form ADV 1253811 · Nov 27, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 27, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
12381 SOUTH CLEVELAND AVENUE, SUITE 102FORT MYERS, FL, 33907, United States
CRD 296913
Filing source
Form ADV 1253811 · Nov 27, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.