K2 Wealth Management LLC
● SEC registered since 2026CRD 332264SEC# 801-135782Chicago, IL
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.
K2 Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Ross Heckler Control | Managing Member And Cco | Over 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
| Address | 1200 N. Ashland Ave., Suite 500, Chicago, IL 60622 |
| Phone | 872-227-7652 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$120Mregulatory AUM
Discretionary $115MNon-discretionary $5M