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Kiker Wealth Management, LLC

● SEC registered since 2014CRD 154405SEC# 801-79392Jasper, GA
Export (members)
Reg. AUM
$395.1M
Employees
9
Accounts
2,571
Location
Jasper, GA

Kiker Wealth Management, LLC assets under management

Kiker Wealth Management, LLC is an investment advisory firm registered with the SEC based in Jasper, GA. The firm has been registered since 2014. It reports $395.1 million in regulatory assets under management and employs 9 people.

Kiker Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Beverly Renee Burnett ControlChief Compliance OfficerUnder 5%2015
Paul Kell Kiker ControlManaging Member/PresidentOver 75%2010

Frequently asked questions

How much does Kiker Wealth Management, LLC manage?

Kiker Wealth Management, LLC reports $395.1 million in regulatory assets under management on its Form ADV.

How many employees does Kiker Wealth Management, LLC have?

Kiker Wealth Management, LLC reports 9 employees.

Where is Kiker Wealth Management, LLC located?

Kiker Wealth Management, LLC is based in Jasper, GA and has been SEC-registered since 2014.

Does Kiker Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address788 W Church Street, Jasper, GA 30143
Phone706-253-7285
Fax706-253-7286
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Regulatory AUM

$395.1M▲ 145%
Jan '25 — $161.5MFeb '25 — $161.5MMar '25 — $268.6MApr '25 — $268.6MMay '25 — $268.6MJun '25 — $268.6MJul '25 — $268.6MAug '25 — $268.6MSep '25 — $268.6MOct '25 — $268.6MNov '25 — $268.6MDec '25 — $268.6MJan '26 — $268.6MFeb '26 — $395.1MMar '26 — $395.1MApr '26 — $395.1MMay '26 — $395.1MJun '26 — $395.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$395.1Mregulatory AUM
Discretionary $395.1M