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KDK PRIVATE WEALTH MANAGEMENT

HOUSTON, TX · CRD 299583 · IAPD ↗ · 713-391-8044

$584.6MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — KDK PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($478.8M -> $584.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2025 — KDK PRIVATE WEALTH MANAGEMENT reported RAUM up 33% ($359.8M -> $478.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — KDK PRIVATE WEALTH MANAGEMENT reported RAUM up 38% ($260.9M -> $359.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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