Kw Wealth Management LLC's Form ADV discloses 1.35% on the first $250,000, 1.20% on the next $250,000, 1.00% on the next $500,000, 0.90% on the next $2 million, and 0.75% on assets above $3 million. See complete fee breakdown ↓
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 ↓