Overview
Assets Under Management: $102 million
High-Net-Worth Clients: 27
Average Client Assets: $2.8 million
Frequently Asked Questions
KW WEALTH MANAGEMENT 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 #298466), KW WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
KW WEALTH MANAGEMENT LLC serves 27 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, KW WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KW WEALTH MANAGEMENT LLC manages $102 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, KW WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.32%
Average Client Assets: $2.8 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 298466
Filing ID: 2035208
Last Filing Date: 2026-01-20 16:25:21