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KRD WEALTH MANAGEMENT, LLC

SCHAUMBURG, IL · CRD 317947 · IAPD ↗ · 847-849 5550

$98.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — KRD WEALTH MANAGEMENT, LLC (SCHAUMBURG, IL) left the SEC roster (was $98.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — KRD WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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