Home
›
Firms
›
CPK WEALTH MANAGEMENT LLC
CPK WEALTH MANAGEMENT LLC
FORT MYERS, Florida
·
1 registered advisor
·
CRD# 296913
SEC# 801-113299
0
(641) 328-3050
01
Firm Overview
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CPK WEALTH MANAGEMENT LLC
1 registered advisor
Chad Paul Kunc
FORT MYERS, Florida
CRD# 4804356
05
Office Locations
FORT MYERS, Florida
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CPK WEALTH MANAGEMENT LLC (CRD# 296913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.