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KDM WEALTH MANAGEMENT INC.

GENEVA, IL · CRD 152002 · IAPD ↗ · (630) 232-9097

$112.2MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — KDM WEALTH MANAGEMENT INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — KDM WEALTH MANAGEMENT INC. (GENEVA, IL) is newly SEC-registered with $101.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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