PPrivate Fund Data Log in Join · $37/mo

K2 Wealth Management LLC

● SEC registered since 2026CRD 332264SEC# 801-135782Chicago, IL
Export (members)
Reg. AUM
$120M
Employees
4
Accounts
370
Location
Chicago, IL

K2 Wealth Management LLC assets under management

K2 Wealth Management LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2026. It reports $120 million in regulatory assets under management and employs 4 people.
www.k2wealthllc.comView on SEC.gov ↗

K2 Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Ross Heckler ControlManaging Member And CcoOver 75%2025

Frequently asked questions

How much does K2 Wealth Management LLC manage?

K2 Wealth Management LLC reports $120 million in regulatory assets under management on its Form ADV.

How many employees does K2 Wealth Management LLC have?

K2 Wealth Management LLC reports 4 employees.

Where is K2 Wealth Management LLC located?

K2 Wealth Management LLC is based in Chicago, IL and has been SEC-registered since 2026.

Does K2 Wealth Management LLC disclose fund performance?

K2 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 N. Ashland Ave., Suite 500, Chicago, IL 60622
Phone872-227-7652
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115M
Non-discretionary$5M
Total (RAUM)$120M