VR
Von Reckers Wealth Management, Corp.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 312790
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ADV data as of Mar 16, 2023
- Regulatory AUM
- $26.1M
- Discretionary
- $24.0M
- Clients
- 94
- Avg AUM / client
- $278K
- Accounts
- 94
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 94 | $26.1M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The La Jolla Group 401(k) Plan La Jolla Group, Inc. | 2024 | |
| Kpg Healthcare, Llc Retirement Savings Plan Kpg Healthcare, Llc | 2024 |
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The La Jolla Group 401(k) Plan | La Jolla Group, Inc. | 340 | $15.2M | 01/01/2024 |
| Kpg Healthcare, Llc Retirement Savings Plan | Kpg Healthcare, Llc | 166 | $2.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2023 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2023.
View current Form ADV (SEC/IAPD) ↗