Cpk Wealth Management LLC

Cpk Wealth Management LLC (CRD# 296913) is a financial advisory firm headquartered in Fort Myers, FL. They manage $30,358,473 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12381 South Cleveland Avenue, Suite 102, Fort Myers, FL 33907
https://www.cpkwealth.com/
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $239,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA

Financial Advisors at Cpk Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chad Kunc, financial advisor Fort Myers FL
Chad P. Kunc
CRD#: 4804356
12381 South Cleveland Avenue, Suite 102, Fort Myers, FL 33907

Chad Kunc (CRD# 4804356) is an Investment Advisor Representative working at Cpk Wealth Management LLC in Fort Myers, FL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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