Kiker Wealth Management, LLC
SEC RegisteredPlanning For Every Financial Contingency
About the firm
At Kiker Wealth Management, our philosophy and specialty is using adaptive investing techniques to help you foresee danger and then sidestep it. We use trust, honesty, and integrity to guide how we serve clients through transparent communication and personalized service. Our goal is to help you work toward a secure retirement with thoughtful strategies and support tailored to your needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Kiker Wealth Management offers retirement planning, asset management, and estate planning services. Their retirement planning includes stress testing plans across market and life scenarios using clearPATH retirement planning software. Asset management focuses on identifying goals, available resources, and strategies to bridge the gap. Estate planning addresses tax exposure, probate concerns, and family dynamics to protect clients' legacies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 814 | $199M |
| High Net Worth Individuals | 80 | $180M |
| Charitable Organizations | 7 | $16M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kiker Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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