Kiker Wealth Management, Llc
- Regulatory AUM
- $395M
- Discretionary
- $395M
- Clients
- 901
- Avg AUM / client
- $439K
- Accounts
- 2,571
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 814 | $199M | 50.4% |
| High net worth individuals | 80 | $180M | 45.6% |
| Pension and profit sharing plans | 7 | $15.8M | 3.99% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Allegheny Contracting, Llc 401(k) Profit Sharing Plan Allegheny Contracting, Llc | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Kell Kiker | Managing Member/President | Aug 2010 (16y) | 75% or more | |
| Burnett, Beverly, Renee | Chief Compliance Officer | Sep 2015 (11y) | Less than 5% | |
| Michael Dillon Smith | Registered representative | CFP | Aug 2016 (10y) | |
| John Hardin Alexander | Registered representative | Sep 2017 (9y) | ||
| Robert Alexander Snelgrove | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Allegheny Contracting, Llc 401(k) Profit Sharing Plan | Allegheny Contracting, Llc | 106 | $3.7M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $382M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗