Fee-only adviser · Glastonbury, CT
JK Private Wealth, LLC
JK Private Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Glastonbury, Connecticut. On its latest Form ADV, filed March 3, 2026, it reports $156M in regulatory assets under management, 115 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 305987 · SEC file 801-129804 |
| Office | 49 Welles ST. Suite 204 Glastonbury, CT 06033 |
| Phone | (860) 781-8341 |
| Website | www.jkprivatewealth.com |
| Regulatory assets under management | $156M |
| Individual clients | 42 non-high-net-worth, 73 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Glastonbury
- Adviceone Advisory Services, LLC $2.0B
- Rossmore Private Capital, LLC $1.9B
- Mark Sheptoff Financial Planning LLC $467M
- Top Private Wealth $106M
- Briggs Wealth Management, Inc. $362M
- Somnio Financial Group, LLC $168M
See all 11 fee-only advisers in Glastonbury →
Nearby
- Manchester 1 firm
- Rocky Hill 2 firms
- Hartford 4 firms
- Cromwell 1 firm
- South Windsor 2 firms
- West Hartford 7 firms
- Middletown 2 firms
- Windsor 2 firms
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