JK Private Wealth provides portfolio management for individuals and small businesses and selecting other managers.
JK Private Wealth reports 115 clients. They include 73 high-net-worth individuals and 42 individual clients. Of its assets, 100.0% ($156M across 465 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 9% |
| High-net-worth individuals | 63% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $13.4M | 8.5% | $318K |
| High-net-worth individuals | 73 | $143M | 91.5% | $1.96M |
| Total | 115 | $156M | 100% | $1.36M |
- Clients
- 42
- Regulatory AUM
- $13.4M
- AUM share
- 8.5%
- Avg. per client
- $318K
- Clients
- 73
- Regulatory AUM
- $143M
- AUM share
- 91.5%
- Avg. per client
- $1.96M
Total
- Clients
- 115
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- $1.36M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
JK Private Wealth charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
John Koons owns 75% or more of JK Private Wealth. The leadership team of JK Private Wealth includes Chief Compliance Officer John Koons. It has 2 employees, 1 of them in advisory roles.
Leadership
John KoonsManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of JK Private Wealth, LLC
John Koons
Control person · since December 2019
JK Private Wealth’s regulatory assets grew from $107M (February 2024) to $156M (March 2026); clients fell from 161 to 115 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $156M | 115 | 2 | 1 |
| February 2025 | $127M | 132 | 2 | 1 |
| February 2024 | $107M | 161 | 2 | 1 |
Besides its headquarters, JK Private Wealth has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 49 Welles St., Suite 204, GlastonburyHQ
Contact and registration details
- Legal name
- JK Private Wealth, LLC
- Headquarters
- 49 Welles St., Suite 204, Glastonbury, CT 06033
- Website
- jkprivatewealth.com
- Phone
- 860-781-8341
- SEC file
- 801-129804
- Structure
- Delaware LLC
- Fiscal year end
- December
JK Private Wealth uses Charles Schwab ($148M) as custodian for its separately managed accounts. JK Private Wealth has custody of $30.7M in client assets for 92 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $148M100%
At year end, JK Private Wealth’s separately managed accounts were mostly in funds (62%) and cash (18%).
What the accounts hold
- Stocks4%
- Funds62%
- Bonds14%
- U.S. government and agency bonds13%
- State and local bonds1%
- Cash18%
- Other3%
- Advisory annuities3%
How many clients does JK Private Wealth have?
JK Private Wealth has 115 clients and manages $156 million for them, as of March 2026. They include 73 high-net-worth individuals and 42 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does JK Private Wealth offer?
JK Private Wealth provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JK Private Wealth charge?
JK Private Wealth charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does JK Private Wealth use?
JK Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $148M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does JK Private Wealth have?
JK Private Wealth has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JK Private Wealth invest in?
At the end of its last fiscal year, JK Private Wealth’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 13% U.S. government and agency bonds, 4% exchange-traded equities, 3% other and 1% state and local bonds. The 3% other category is described as: Advisory Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JK Private Wealth?
JK Private Wealth’s direct owner is John Koons (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does JK Private Wealth get paid?
JK Private Wealth is paid through a percentage of assets under management. 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
Is JK Private Wealth registered with the SEC?
Yes, JK Private Wealth has been registered with the SEC as an investment adviser since 2 April 2024. Its CRD number is 305987 and its SEC file number is 801-129804.
Source: Form ADV Part 1A, Item 1, filed 3 March 2026; IAPD firm record
How do I contact JK Private Wealth?
JK Private Wealth’s main office is at 49 Welles St., Suite 204, Glastonbury, CT 06033. Its phone number is 860-781-8341. Its website is jkprivatewealth.com.