Investment adviser · CRD 154761
WWK ADVISORS, LLC
Investment adviser filing (IA)
NORTHVILLE, MI, United States · Form ADV filed Mar 16, 2021
- Regulatory AUM
- $471M Form ADV · Item 5.F
- Client accounts
- 766 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Retirement plans | 21 | $200,013,548 | 42.4% |
| High-net-worth individuals | 53 | $124,579,103 | 26.4% |
| Individuals | 161 | $85,931,435 | 18.2% |
| Other clients | 2 | $53,892,914 | 11.4% |
| Charities | Fewer than 5 | $6,776,602 | 1.4% |
Filing source
Form ADV 1511453 · Mar 16, 2021 · 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: Mar 16, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
126 N. CENTER STREETNORTHVILLE, MI, 48167, United States
CRD 154761
Filing source
Form ADV 1511453 · Mar 16, 2021 · 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.