---
schema_version: "secwatch.filing_event.v1"
accession: "0001591587-23-000040"
form_type: "8-K"
ticker: null
cik: "0001591587"
company_name: "AssetMark Financial Holdings, Inc."
filed_at: "2023-09-08T23:59:59+00:00"
generated_at: "2026-06-10T22:11:08.334145+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AssetMark appoints Michael Kim as CEO; Natalie Wolfsen departs

## Summary
- Michael Kim appointed CEO effective September 8, 2023; also joins the Board.
- Natalie Wolfsen resigned as CEO and director to pursue another opportunity.
- Kim previously served as President and Chief Client Officer, 13 years at AssetMark.
- Board appointment unanimous; described as part of an established succession plan.
- Kim steps into role after record quarter with platform assets at an all-time high.

## SEC filing metadata
- accession: 0001591587-23-000040
- form_type: 8-K
- cik: 0001591587
- company_name: AssetMark Financial Holdings, Inc.
- filed_at: 2023-09-08T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1591587/000159158723000040/0001591587-23-000040-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1591587/000159158723000040/amk-20230905.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001591587-23-000040
- JSON: https://secwatch.observer/filing/0001591587-23-000040.json
- Plain text: https://secwatch.observer/filing/0001591587-23-000040.txt

## Key facts
- Executive change
  Michael Kim was appointed as Chief Executive Officer at AssetMark Financial Holdings, Inc..
  - Action: appointed
  - Role: Chief Executive Officer
  source text: the Board of Directors of AssetMark (the “Board”) appointed Michael Kim as AssetMark’s next Chief Executive Officer.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1591587/000159158723000040/0001591587-23-000040-index.htm
- Executive change
  Natalie Wolfsen resigned as Chief Executive Officer at AssetMark Financial Holdings, Inc..
  - Action: resigned
  - Role: Chief Executive Officer
  source text: Natalie Wolfsen gave notice of her resignation as Chief Executive Officer and director of AssetMark Financial Holdings, Inc.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1591587/000159158723000040/0001591587-23-000040-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
