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KANE COMPANY WEALTH MANAGEMENT, INC.

JOHNSTON, IA · CRD 115756 · IAPD ↗ · 515-270-2727

$284.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — KANE COMPANY WEALTH MANAGEMENT, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2026 — KANE COMPANY WEALTH MANAGEMENT, INC. reported RAUM up 29% ($220.0M -> $284.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2025 — KANE COMPANY WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
January 2025 — KANE COMPANY WEALTH MANAGEMENT PC is now doing business as KANE COMPANY WEALTH MANAGEMENT, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
May 2024 — KANE COMPANY WEALTH MANAGEMENT PC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.