Investment adviser · CRD 158498

TKC WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$139M
Form ADV · Item 5.F
Client accounts
284
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals193$71,289,21051.4%
Corporations & businesses23$45,233,63032.6%
Retirement plansFewer than 5$14,186,77710.2%
Individuals66$7,876,3265.7%
Filing source

Form ADV 2078000 · Mar 23, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CIVITAS EB5 HOLDING FUND, LPLiquidity Fund · Last reported Nov 9, 2011$0Gross asset value
Auditor MONTGOMERY COSCIA GRELICH, LLP DALLAS, Texas, United States
Custodian J.P. MORGAN SECURITIES LLC DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-8833161801
Reported beneficial owners
0
Minimum commitment
$100K

Form ADV 588794 · Nov 9, 2011 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

12900 PRESTON ROAD, SUITE 700
DALLAS, TX, 75230, United States

CRD 158498

Filing source

Form ADV 2078000 · Mar 23, 2026 · 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.