SourcingSourcing

TKC WEALTH MANAGEMENT LLC

B58
CRD 158498·SEC 801-133951·DALLAS, TX
AUM
$138.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$416K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TKC WEALTH MANAGEMENT LLC
CRD
158498
SEC file #
801-133951
EIN
—
DBA names
—

Economics

AUM
$138.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$121.8M → $138.6M▲ +14%
Client mix
Individuals High Net Worth193
Individuals Other66
Corporations23
Pension Profit Sharing Plans2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
tkcadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TK CHEN INTERNATONAL ADVISORS LTD
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TK CHEN INTERNATONAL ADVISORS LTD
CHEN, TING, KUO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TKCADVISORS.COM
Rdap Domain Creation Date
2015-03-10T20:13:21Z
Rdap Firm Age Years
11
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
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
13,303
Form 5500 Compensation Trajectory 3y
202513,303
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
13,303
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4626
Soi Zip Pct 200k Plus
0.3229
Soi Zip Returns 200k Plus
4,530
Soi Zip Total AGI
5,876,402
Fdic Zip Total Deposits
54,737,806,000
Fdic Zip Branch Count
491
Fdic Zip Top Banks
North Dallas Bank & Trust Co.
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Fdic Zip Branches Raw
Home Savings of America, FSBDallas, TX
North Dallas Bank & Trust Co.Dallas, TX
Fdic Zip HHI
1466.1
Fdic Zip Top Bank Share Pct
31.19
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-10T20:13:21Z
Rdap Domain Last Changed
2026-03-11T16:16:21Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,113
Returns2,730
Stub 2
AGI80,345
Returns2,160
Stub 3
AGI99,151
Returns1,610
Soi Zip Total Business Income
195,722
Soi Zip Total Cap Gains
1,043,096
Soi Zip Total Dividends
332,423
Soi Zip Total Returns
14,030
Trust Company Affiliate
No

People (5)

5
REINHARD, TYLER JOHN
IAR · Executive Officer · 2.5%
6366204
CHEN, TING, KUO
IAR · Executive Officer · 2.5%
2394916
Yen-Chun Chen (Michael)
IAR
7903965
ANDERS PIJEN TING
IAR
3047441
WANG CHANG TSAI
IAR
6687951