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CFP
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CFP

Hardeep Singh

Pk Wealth Advisors
17 Years of Experience
Sacramento, CA
1 Disclosure
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Hardeep Singh is a CFP-designated registered investment advisor at Pk Wealth Advisors, based in Sacramento, CA, with 17 years of industry experience. Hardeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 55 clients with $18M in assets under management.

Pk Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
55 clients
Average Client Portfolio
$327K average
Assets Under Management
$18.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Cash is included in fee calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2110 K Street, Ste 53, Sacramento, CA, 95816

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History

Regulatory History (1)
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Regulatory
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Hardeep is the VP of Vocational Services and a board member for the Rotary Club of San Francisco #2, a non-profit organization. He spends minimal time on this activity.

Employment History
Current Registrations
Pk Wealth Advisors
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Delta Investment Management, LLC
September 2020 - June 2025 · 4 yrs 9 mos
Wedbush Securities INC.Broker
March 2019 - September 2020 · 1 yr 6 mos
Wedbush Securities INC.
March 2019 - September 2020 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
October 2011 - March 2019 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2011 - March 2019 · 7 yrs 5 mos
Chase Investment Services CORP.
June 2010 - October 2011 · 1 yr 4 mos
Chase Investment Services CORP.Broker
June 2010 - October 2011 · 1 yr 4 mos
Wells Fargo Investments, LLC
April 2009 - June 2010 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
March 2009 - June 2010 · 1 yr 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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