Cpk Wealth Management LLC (Fort Myers)

Cpk Wealth Management LLC is an adviser based in Fort Myers. It manages $34.05 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.

Cpk Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cpk Wealth Management: assets under management

The assets under management (AUM) of Cpk Wealth Management LLC is $34.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.23 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cpk Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cpk Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Cpk Wealth Management is individuals with 49 clients and $22.56 million of assets under management. Among the 0 most similar advisory firms, Cpk Wealth Management has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $32.88 million for 56 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cpk Wealth Management doesn't advise any private funds.

Careers at Cpk Wealth Management LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chad Paul Kunc	President, chief executive officer and chief compliance officer	1 May 2018	Other	4804356
Elefante Wyoming Llc	Managing member	1 May 2018	75% - 100%	83-0672522

Based in Fort Myers

The principal office where Cpk Wealth Management LLC performs its advisory services is located at 12381 South Cleveland Avenue, Fort Myers, FL 33907, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (641) 328-3050. The normal business hours are 9:00am - 5:00pm on Monday - Friday.