Hedge Fund
    Manages Private Funds

    Willkate Wealth Management, LLC

    Registered investment advisor · Aberdeen, South Dakota · CRD #167109

    Assets Under Management
    $41M
    Client Accounts
    125
    Employees
    4
    CRD Number
    167109
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Willkate Wealth Management, LLC

    Willkate Wealth Management, LLC is a registered investment advisory firm headquartered in Aberdeen, South Dakota, managing approximately $41M in regulatory assets across 125 client accounts. The firm's full regulatory record is filed with the SEC under CRD #167109.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Willkate Wealth Management, LLC's AUM?

    Willkate Wealth Management, LLC reports approximately $41M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Willkate Wealth Management, LLC headquartered?

    Willkate Wealth Management, LLC is headquartered in Aberdeen, South Dakota.

    What is Willkate Wealth Management, LLC's CRD number?

    Willkate Wealth Management, LLC's CRD number is 167109. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Willkate Wealth Management, LLC manage?

    Willkate Wealth Management, LLC manages approximately 125 client accounts according to its latest SEC filing.

    Is Willkate Wealth Management, LLC SEC registered?

    Willkate Wealth Management, LLC is registered as a STATE investment adviser.

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