Daniel Island Wealth Management, LLC

Overview

Daniel Island Wealth Management, LLC is a state registered investment adviser based in Daniel Island, SC, registered since 2024. It reports $24.5M in assets under management across 53 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$24.5M

Discretionary

100%

Accounts

53

Average account

$462K

Employees

3

Advisory reps

2

Registered since

2024

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Barbara Hocevar Kalkas Chief Executive Officer CRD 8109638
• Nicholas Kalkas President CRD 7915657
• Alexander Whitney Zinke Vice President CRD 1604159

Advisory reps 2 of 2

• Nicholas Kalkas Investment Adviser Rep CRD 7915657
• Grant Meyer Investment Adviser Rep CRD 8296999

Location

Headquarters

295 Seven Farms Dr Ste 201
Daniel Island, SC 29492

County

Berkeley

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: danielislandwm.com

Every state, with registration dates

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