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KW WEALTH MANAGEMENT LLC

· CRD 298466 · IAPD ↗ · 916-758-9218

$121.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2024 — KW WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered with $100.3M RAUM and 1 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.