KIKER WEALTH MANAGEMENT, LLC

CRD

154405

SEC file #

801-79392

EIN

273317733

DBA names

—

Economics

AUM

$395.1M

AUM band

$100M-$500M

AUM trajectory

'20 · $135.5M

'21 · $124.9M

'22 · $127.6M

'23 · $164.2M

'25 · $268.6M

'26 · $395.1M

'20'26

$135.5M → $395.1M▲ +192%

sec adv history

Client mix

Individuals Other	814
Individuals High Net Worth	80
Pension Profit Sharing Plans	7

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 3 advisors

'25 · 3 advisors

'26 · 4 advisors

'20'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

JASPER GA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

02/12/2026

ADV-W filed at

—

Website

kikerwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KIKER, PAUL, KELL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KIKER, PAUL, KELL

BURNETT, BEVERLY, RENEE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

KIKERWEALTH.COM

Rdap Domain Creation Date

2007-02-08T18:47:36Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

14,153

Form 5500 Compensation Trajectory 3y

2025

14,153

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

14,153

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002042502

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-11

Edgar Last Filing Date

2026-05-06

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-06

Accession0001398344-26-008468

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2923

Soi Zip Pct 200k Plus

0.0846

Soi Zip Returns 200k Plus

1,080

Soi Zip Total AGI

1,197,733

Fdic Zip Total Deposits

20,854,037,000

Fdic Zip Branch Count

231

Fdic Zip Top Banks

Community Bank of Pickens County

Jasper Banking Company

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

788 W. CHURCH STJASPER, GA 30143

Business

788 W. CHURCH STJASPER, GA 30143

Edgar EIN

273317733

Edgar Recent Filings

13F-HR2026-05-06 · 0001398344-26-008468

13F-HR2026-01-30 · 0001398344-26-001659

Fdic Zip Branches Raw

Jasper Banking CompanyJasper, GA

Fdic Zip HHI

1770.98

Fdic Zip Top Bank Share Pct

33.88

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-08T18:47:36Z

Rdap Domain Last Changed

2026-02-09T12:47:35Z

Rdap Nameservers

Ns35.domaincontrol.comNs36.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	40,150
Returns	3,100

Stub 2

AGI	98,724
Returns	2,700

Stub 3

AGI	114,957
Returns	1,860

Soi Zip Total Business Income

39,222

Soi Zip Total Cap Gains

106,130

Soi Zip Total Dividends

30,200

Soi Zip Total Returns

12,760

Top Owner CRD

4066487

Trust Company Affiliate