Overview
Assets Under Management: $122 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
KULT WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126740), KULT WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
KULT WEALTH MANAGEMENT GROUP, LLC is headquartered in BROOKFIELD, WI.
KULT WEALTH MANAGEMENT GROUP, LLC serves 38 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, KULT WEALTH MANAGEMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
KULT WEALTH MANAGEMENT GROUP, LLC manages $122 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, KULT WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
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