K&H WEALTH PARTNERS

Overview

K&H Wealth Partners operates as an independent registered investment adviser focused on delivering advisory services to individuals, families and select institutional clients. The firm acts as a capital allocator, combining discretionary portfolio management with financial planning and selections of third-party managers. Its documented advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and selection of other advisers. Compensation is primarily fee-based, using a percentage of assets under management and fixed-fee arrangements. Investment activity leans toward equity-centered portfolios with a meaningful allocation to externally managed alternative funds. The firm is not identified as an active ESG investor. Given its scale and service mix, K&H Wealth Partners appears to work with high net worth households and smaller institutional mandates, implementing both model-driven and bespoke client solutions.

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Public Holdings

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Location & Offices