PPrivate Fund Data Log in Join · $37/mo

Jk Private Wealth, LLC

● SEC registered since 2024CRD 305987SEC# 801-129804Glastonbury, CT
Export (members)
Reg. AUM
$127.1M
Employees
2
Accounts
453
Location
Glastonbury, CT

Jk Private Wealth, LLC assets under management

Jk Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Glastonbury, CT. The firm has been registered since 2024. It reports $127.1 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/jack-koons-16a6b913View on SEC.gov ↗

Jk Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Ottens Koons ControlManaging Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Jk Private Wealth, LLC manage?

Jk Private Wealth, LLC reports $127.1 million in regulatory assets under management on its Form ADV.

How many employees does Jk Private Wealth, LLC have?

Jk Private Wealth, LLC reports 2 employees.

Where is Jk Private Wealth, LLC located?

Jk Private Wealth, LLC is based in Glastonbury, CT and has been SEC-registered since 2024.

Does Jk Private Wealth, LLC disclose fund performance?

Jk Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address49 Welles St., Suite 204, Glastonbury, CT 06033
Phone860-781-8341
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.1M
Non-discretionary$0
Total (RAUM)$127.1M