GK Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
GK Wealth Management reports 534 clients. They include 400 individual clients, 125 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 91.1% ($236M across 1,278 accounts) are managed with discretion; $23.2M across 52 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 28% |
| High-net-worth individuals | 23% | 71% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 400 | $72.2M | 27.9% | $180K |
| High-net-worth individuals | 125 | $183M | 70.8% | $1.47M |
| Charitable organizations | Fewer than 5 | $1.83M | 0.7% | — |
| Corporations and other businesses | 9 | $1.64M | 0.6% | $182K |
| Total | 534 | $259M | 100% | — |
- Clients
- 400
- Regulatory AUM
- $72.2M
- AUM share
- 27.9%
- Avg. per client
- $180K
- Clients
- 125
- Regulatory AUM
- $183M
- AUM share
- 70.8%
- Avg. per client
- $1.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.83M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $1.64M
- AUM share
- 0.6%
- Avg. per client
- $182K
Total
- Clients
- 534
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
GK Wealth Management charges 0.10%–2.00% a year for its Investment Management Fees. The fee is billed in advance, is negotiable, has a $2,000 annual minimum and requires an account of at least $25,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting and Financial Planning
- Hourly fees start at $200 and do not exceed $300 per hour; flat fees for financial plans range from $500 to $50,000.
- Retirement Plan Advisory Services
- Annual fees for retirement plan advisory services range from 0.25% to 1.50%; fixed fees range from $500 to $50,000.
Griffin Kirsch owns 75% or more of GK Wealth Management. The leadership team of GK Wealth Management includes Chief Operating Officer Aryn Sands. It has 5 employees.
Leadership
- Aryn SandsChief Operating Officer
- Griffin KirschCEO, CCO
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Antonio Vynn Arellanes
- Teddy Bakhos
- Clayton John Holthaus
- Griffin Michael Kirsch
- Ryan Patrick Mack
- Aryn Patrice Sands
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of GK Wealth Management LLC
Griffin Kirsch
Control person · since April 2018
GK Wealth Management’s regulatory assets grew 1.9× from $136M (August 2023) to $259M (August 2026); clients rose from 484 to 534 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $259M | 534 | 5 | 1 |
| May 2025 | $192M | 611 | 4 | 1 |
| April 2024 | $151M | 467 | 2 | 1 |
| August 2023 | $136M | 484 | 2 | 1 |
Besides its headquarters, GK Wealth Management has 0 offices, with 1 listed address in Nevada.
Nevada · 1 listed address
- 98 Winter Street, RenoHQ
Contact and registration details
- Legal name
- GK Wealth Management LLC
- Headquarters
- 98 Winter Street, Reno, NV 89503
- Website
- gkwealthmanagement.com
- Phone
- 775-354-6622
- SEC file
- 801-127973
- Structure
- Nevada LLC
- Fiscal year end
- December
GK Wealth Management uses Charles Schwab ($239M) as custodian for its separately managed accounts. GK Wealth Management has custody of $1.27M in client assets for 338 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $239M100%
At year end, GK Wealth Management’s separately managed accounts were largely in stocks (49%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $190M across 234 positions; the largest are Amazon Com Inc. (call option) (4.0%), Micron Technology Inc. (3.4%) and Tesla Inc. (call option) (3.4%).
What the accounts hold
- Stocks49%
- Funds28%
- Bonds20%
- Investment grade corporate bonds18%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
- Other2%
- Alternative investment, variable annuity2%
Reported 13F holdings
- $190M
- Reported 13F value
- 234
- Positions
- 28.0%
- In the 10 largest
- +65.7%
- Value vs. prior quarter
- Amazon Com Inc.Call4.0%
- Micron Technology Inc.3.4%
- Tesla Inc.Call3.4%
- Nvidia Corporation3.0%
- Lithium Amers Corp. New · Com ShsCall2.7%
- iShares Silver TR · iShares2.4%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.3%
- Credo Technology Group Holdi2.3%
- SPDR Series Trust · ST Str Blo 1 ETF2.3%
- Alphabet Inc. · Cap Stk CL A2.2%
Together, the ten largest are 28.0% of reported value.
How many clients does GK Wealth Management have?
GK Wealth Management has 534 clients and manages $259 million for them, as of August 2026. They include 400 individual clients, 125 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does GK Wealth Management offer?
GK Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does GK Wealth Management charge?
GK Wealth Management charges 0.10%–2.00% a year for its Investment Management Fees. The fee is billed in advance, is negotiable, has a $2,000 annual minimum and requires an account of at least $25,000.
Source: GK WEALTH MANAGEMENT ADV 2A 02.18.2026, filed 23 February 2026
Which custodians does GK Wealth Management use?
GK Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $239M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does GK Wealth Management have?
GK Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GK Wealth Management invest in?
At the end of its last fiscal year, GK Wealth Management’s separately managed accounts held 49% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 18% investment grade corporate bonds, 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents. The 2% other category is described as: Alternative Investment, Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does GK Wealth Management have a minimum investment?
Yes, GK Wealth Management’s minimum account size for its Investment Management Fees is $25K. It charges a $2K annual minimum fee.
Source: GK WEALTH MANAGEMENT ADV 2A 02.18.2026, filed 23 February 2026
Who owns GK Wealth Management?
GK Wealth Management’s direct owner is Griffin Kirsch (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does GK Wealth Management get paid?
GK Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GK Wealth Management?
GK Wealth Management’s main office is at 98 Winter Street, Reno, NV 89503. Its phone number is 775-354-6622. Its website is gkwealthmanagement.com.