Wealth Management Firms

AKT Wealth Advisors LP

Company Website

5946 Priestly Dr. Ste., 200
Carlsbad, CA 92008

Company Est.:

Sourcebook Data

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AKT Wealth Advisors LP

Assets managed in 2012 (figures in millions)

$169

Number of local portfolio managers or investment advisers

4

Services offered

Investment management, retirement plan and tax services, and financial, estate, insurance, business transition and education planning

Executives

Scott Barchus

  • Partner

Darin Richards

  • Principal

Carl Pinkard

  • Principal