DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gk Wealth Management LLC
Latest filing Aug 20, 2026
First filing on the tape Apr 13, 2023 · 17 filings
SEC status approved since May 15, 2023
RAUM
$259M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
99%
$255M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$43.1M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$259M as of Aug 20, 2026
Feb 9, 2024$151M then
HNW client RAUM$183M as of Aug 20, 2026
Feb 9, 2024$75.9M then
State-registered IARs (5.B.3)5 as of Aug 20, 2026
Feb 9, 20242 then
Employees (5.A)5 as of Aug 20, 2026
Feb 9, 20242 then
Private funds: no history
RAUM +35% over the last fiscal yearIARs 4 to 5
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $43.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 88derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $194,592derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $1.3M, 338 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$183M71%
- Individuals$72.2M28%
- Charitable organizations$1.8M0.7%
- Corporations and businesses$1.6M0.6%
- Individual clients
- 400reported
- HNW clients
- 125reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,330reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3M for 338 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Griffin Michael Kirsch | Reno, Nv | Apr 25, 2019 | 11 y | 2 |
| Clayton John Holthaus | Reno, Nv | Mar 18, 2020 | 12 y | 0 |
| Teddy Bakhos | Reno, Nv | Apr 25, 2024 | 14 y | 0 |
| Antonio Vynn Arellanes | Reno, Nv | Oct 28, 2024 | 10 y | 0 |
| Aryn Patrice Sands | Reno, Nv | Sep 19, 2025 | 27 y | 6 |
| Ryan Patrick MackCertified Financial Planner | Reno, Nv | Feb 4, 2026 | 15 y | 6 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryan Patrick Mack from Q3 Advisors, LLCFeb 4, 2026 · Other
- Aryn Patrice Sands from Arenite Advisory, Inc.Sep 19, 2025 · Other
- Griffin Michael Kirsch from Triumph Capital ManagementApr 25, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Griffin Kirsch · Ceo, Ccocontrolsince 04/2018 · owns 75% or more
Related persons
Schedule D 7.A
- Griffin Kirschreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reno, Nv · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 23, 2026RAUM (Item 5.F) moved from $192,210,518 to $258,807,064 (+35.0%) between the annual amendments of 2025-03-19 and 2026-03-23; the peer median change was +15.0% (4551 comparable advisers, 90.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 1,690 to 1,330Dec 9, 2025 to Feb 23, 2026
- Advisory employees · 4 to 5Dec 9, 2025 to Feb 23, 2026
- Charity clients · 4.0 to unsetDec 9, 2025 to Feb 23, 2026
- Corporate clients · 16 to 9Dec 9, 2025 to Feb 23, 2026
- HNW clients · 79 to 125Dec 9, 2025 to Feb 23, 2026
- Individual clients · 402 to 400Dec 9, 2025 to Feb 23, 2026
- Pension plan clients · 110.0 to unsetDec 9, 2025 to Feb 23, 2026
- Assets in custody · $880,056 to $1.3MDec 9, 2025 to Feb 23, 2026
- Employees · 4 to 5Dec 9, 2025 to Feb 23, 2026
- State-registered IARs · 4 to 5Dec 9, 2025 to Feb 23, 2026
- Discretionary RAUM · $174M to $236MDec 9, 2025 to Feb 23, 2026
- HNW RAUM · $109M to $183MDec 9, 2025 to Feb 23, 2026
- Individual RAUM · $52.4M to $72.2MDec 9, 2025 to Feb 23, 2026
- Non-discretionary RAUM · $18.2M to $23.2MDec 9, 2025 to Feb 23, 2026
- Pension RAUM · 27054599.0 to unsetDec 9, 2025 to Feb 23, 2026
- RAUM · $192M to $259MDec 9, 2025 to Feb 23, 2026
- Assets in custody · unset to 880056.0May 29, 2025 to Sep 24, 2025
- Custody of client assets · false to trueMay 29, 2025 to Sep 24, 2025
- Financial planning clients · More than 500 to More than 500Mar 19, 2025 to May 29, 2025
- Accounts · 1,835 to 1,690Apr 12, 2024 to Mar 19, 2025
- Advisory employees · 2 to 4Apr 12, 2024 to Mar 19, 2025
- Corporate clients · 0 to 16Apr 12, 2024 to Mar 19, 2025
- HNW clients · 29 to 79Apr 12, 2024 to Mar 19, 2025
- Individual clients · 384 to 402Apr 12, 2024 to Mar 19, 2025
- Pension plan clients · 50 to 110Apr 12, 2024 to Mar 19, 2025
- Employees · 2 to 4Apr 12, 2024 to Mar 19, 2025
- State-registered IARs · 2 to 4Apr 12, 2024 to Mar 19, 2025
- Discretionary RAUM · $137M to $174MApr 12, 2024 to Mar 19, 2025
- HNW RAUM · $75.9M to $109MApr 12, 2024 to Mar 19, 2025
- Individual RAUM · $60.4M to $52.4MApr 12, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $13.9M to $18.2MApr 12, 2024 to Mar 19, 2025
- Pension RAUM · $13.9M to $27.1MApr 12, 2024 to Mar 19, 2025
- RAUM · $151M to $192MApr 12, 2024 to Mar 19, 2025
- HQ state · GA to NVFeb 9, 2024 to Apr 12, 2024
- Accounts · 1,327 to 1,835Dec 7, 2023 to Feb 9, 2024
- Charity clients · 2 to 4Dec 7, 2023 to Feb 9, 2024
- HNW clients · 25 to 29Dec 7, 2023 to Feb 9, 2024
- Individual clients · 407 to 384Dec 7, 2023 to Feb 9, 2024
- Financial planning clients · 251-500 to More than 500Dec 7, 2023 to Feb 9, 2024
- HQ state · NV to GADec 7, 2023 to Feb 9, 2024
Signals
1 dated events
- Gk Wealth Management Llc filed its initial SEC registration (Form ADV)Apr 13, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 775-354-6622reportedpublic record, Form ADV, Aug 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026