Jk Private Wealth, LLC
● SEC registered since 2024CRD 305987SEC# 801-129804Glastonbury, CT
Reg. AUM
$156.4M
Employees
2
Accounts
465
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 $156.4 million in regulatory assets under management and employs 2 people.
Jk Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Ottens Koons Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Jk Private Wealth, LLC manage?
Jk Private Wealth, LLC reports $156.4 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
| Address | 49 Welles St., Suite 204, Glastonbury, CT 06033 |
| Phone | 860-781-8341 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.4M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$156.4Mregulatory AUM
Discretionary $156.4M