Overview
Assets Under Management: $122 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 68
Discretionary Accounts: 67
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 126740
Last Filing Date: 2025-02-11 00:00:00
Website: https://kultwealth.com