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Willkate Wealth Management, LLC CRD 167109
$40.8M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
405 8Th Ave Nw Suite 302, Aberdeen, SD 57401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-07-06 |
Branch Locations
405 8Th Ave Nw Suite 302, Aberdeen, SD 57401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willkate Wealth Management, Llc | Aberdeen | SD | 08/2022 | 02/2026 |
| Kessler's, Inc | Aberdeen | SD | 04/2014 | 07/2023 |
| Willkate Family Enterprise | Aberdeen | SD | 08/2022 | Present |
| Willkate Wealth Management, Llc | Aberdeen | SD | 06/2026 | Present |
WillKate Family Enterprise; not investment related; 405 8th Ave NW Suite 302, Aberdeen, SD 57401; engages in family enterprise generational transition facilitation and advising; Advisor; 08/2022; 70-80 hrs/month and 70-80 hrs/month during security hours.
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