TKC WEALTH MANAGEMENT LLC
CRD #158498 SEC #801-133951 DALLAS, TX 214-389-2000
SEC Registered
Total AUM
$121.8M
Discretionary
$111.4M
Employees
6
Clients
--
Accounts
264
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEN, TING, KUO | I | PRESIDENT | NA | Control |
| CHEN, TING, KUO | I | PRESIDENT | NA | Control |
| CHEN, TING, KUO | I | PRESIDENT | NA | Control |
| HEALY, DANIEL, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| REINHARD, TYLER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINHARD, TYLER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINHARD, TYLER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STONE, NICHOLAS, ROBERT | I | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| STONE, NICHOLAS, ROBERT | I | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| STONE, NICHOLAS, ROBERT | I | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CIVITAS HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| TK CHEN INTERNATONAL ADVISORS LTD | DE | DIRECT OWNER | E | Control |
| TK CHEN INTERNATONAL ADVISORS LTD | DE | DIRECT OWNER | E | Control |
| TK CHEN INTERNATONAL ADVISORS LTD | DE | DIRECT OWNER | E | Control |
| BARNES, JASON, THOMAS | I | MANAGING MEMBER | D | Control |
| BARNES, JASON, THOMAS | I | MANAGING MEMBER | D | Control |
| HEALY, DANIEL, JOSEPH | I | MANAGING MEMBER | D | Control |
| HEALY, DANIEL, JOSEPH | I | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CIVITAS GROUP HOLDINGS, LLC | DE | CIVITAS HOLDINGS, LLC | E | Control |
| BARNES, JASON, THOMAS | I | CIVITAS GROUP HOLDINGS, LLC | C | Control |
| HEALY, DANIEL, JOSEPH | I | CIVITAS GROUP HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Sep 15, 2025 REGISTERED
Notice Filings (5)
CA NJ NY TX WI
Address
12900 PRESTON ROAD, SUITE 700DALLAS, TX 75230
United States
Phone: 214-389-2000