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Teddy Bakhos

GK Wealth Management LLC

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About Teddy Bakhos

Teddy Bakhos is an Investment Advisor Representative at GK Wealth Management LLC. Teddy is registered with the state of Nevada. Teddy has been in the industry since 2012 and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Teddy is committed to providing clients with personalized financial planning and investment management services. GK Wealth Management LLC is a Registered Investment Advisor with the state of Nevada. The firm provides investment advisory services to individuals and businesses. GK Wealth Management LLC offers financial planning, portfolio management, and other investment-related services.

Firm Information

Teddy Bakhos is currently registered with GK Wealth Management LLC. GK Wealth Management LLC is a Registered Investment Advisor (RIA) headquartered in Reno, Nevada. They specialize in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. GK Wealth Management has approximately $150.7 million in regulatory assets under management, serving a diverse clientele including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
GK Wealth Management LLC

98 WINTER STREET RENO

RENO, NV 89503

$150.73M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Teddy Bakhos’s Registration & Firm History

NA

04/25/2024 - Present

GK Wealth Management LLC (Oakville )

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Licenses & Designations

IA

Issued 11/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Teddy Bakhos.
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