K&H Wealth Partners
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 329828
- Website
- www.khwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.92%
- Individuals22.55%
- Pension & Profit Sharing Plans4.19%
- Corporations / Businesses0.85%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
K&H Wealth Partners is an independent, privately owned registered investment adviser operating as a corporation. The firm is state-registered in Illinois and Missouri and serves both individual and family clients as well as institutional clients. Its fee arrangements mix percentage-of-AUM billing with fixed fees, and the firm lists financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its advisory services. K&H identifies itself as a capital allocator and maintains an affiliation with an insurance company. The firm does not position itself as an active ESG investor. It relies on third‑party managers when appropriate, which aligns with its explicit activity of selecting other advisers and allocating capital across external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds42%
- Private Funds5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 666 Dundee Rd
- Time zone
- CT (UTC-6)
- Office locations
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