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TKC WEALTH MANAGEMENT LLC
CRD 158498 · SEC 801-133951
12900 PRESTON ROAD, SUITE 700, DALLAS, TX, 75230, United States
Phone
214-389-2000
Fax
214-389-2559
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.6M
Discretionary AUM
$127.1M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $7.9M |
| High net worth individuals | 193 | $71.3M |
| Pension/profit sharing plans | 2 | $14.2M |
| Corporations/business entities | 23 | $45.2M |
States served
CA, NY, WI, TX
All web addresses on file
Official SEC filing: View on IAPD