KIKER WEALTH MANAGEMENT, LLC
Adviser information for KIKER WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,770 | $161.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,770 | $161.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 672 | $108.0M |
| HNW Individuals | 27 | $41.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $12.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-79392 |
|---|---|
| SEC ERA File Number | 801-79392 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154405 |
| Legal Entity Identifier | None |
Principal Office
788 W CHURCH STREETJASPER
GA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 706-253-7285, Fax: 706-253-7286
Chief Compliance Officer
BEVERLY RENEE BURNETT
788 WEST CHURCH STREET
JASPER
GA
United States
Tel:
706-253-7285
Fax:
706-253-7286
R****@**************M
(Full email address available in API data)
Regulatory Contact
PAUL KIKER
PRESIDENT
788 WEST CHURCH STREET
JASPER
GA
United States
Tel:
706-253-7285
Fax:
706-253-7286
P***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KIKER, PAUL, KELL | Individual | – | MANAGING MEMBER/PRESIDENT | 09/2010 | > 75% |
| BURNETT, BEVERLY, RENEE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2015 | < 5% |