KB Private Wealth Management Group

Overview

KB Private Wealth Management Group is a small, SEC-registered limited liability company that began advisory activity in 2020. The firm serves individual and family clients, charging advisory fees as a percentage of assets under management and providing portfolio management for individuals and small businesses. The firm’s reported business activities include accounting, and it lists industry affiliations as both accountant and real estate broker. KB Private Wealth Management Group is owner-operated and is not registered as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives