GK Wealth Management
TL;DR
Reno RIA run as a fee-only fiduciary and the only firm on this list with a regulator-filed disclosure of its own: a 2019 Nevada consent order for heightened supervision, lifted May 2021 per its ADV.
$259 million
Regulatory AUM
As of ADV filing 2026-08-20
1,330
Accounts / Clients
534 clients
1
Disclosures
Item 11 events
SEC
Registration
SEC-registered
5
Team Size
employees, 5 advisory
3 yrs
Years Registered
First registered 2023
About GK Wealth Management
Reno RIA run as a fee-only fiduciary and the only firm on this list with a regulator-filed disclosure of its own: a 2019 Nevada consent order for heightened supervision, lifted May 2021 per its ADV.
Office: 98 Winter Street, Reno, NV 89503.
Best for: business owners and executives who want a fee-only fiduciary and accept one disclosed, lifted state order
Fee model and designations stated on the guide
Fee-onlyNo commissions per ADV 2ACPA named
Form ADV data
CRD296847
RegistrationSEC-registered
First registration2023
Regulatory AUM$259 million
ADV filing date2026-08-20
Accounts1,330
Clients534 clients
Employees5
Advisory employees5
Fee modelFee-only; ADV 2A says representatives receive no commissions
MinimumNo account minimum; $500 per quarter minimum fee under $200,000 (ADV 2A)
Disclosure events (Item 11)1 event: Nevada regulatory action (2019), supervision order lifted 2021
DesignationsNo CFP or CFA named on site; ADV 2A names a CPA
Source: SEC Investment Adviser Public Disclosure, CRD 296847, as of ADV filing 2026-08-20, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 3 of 11
- 8 Best DST and 1031 Exchange Advisors in Nevada (2026): rank 6 of 8
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 9 of 12
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