KB Private Wealth Management Group

Overview

KB Private Wealth Management Group is a small, SEC-registered LLC that began operating as an adviser in 2020. It focuses on fee-based portfolio management for individual and family clients and bills on a percentage-of-AUM basis. The firm’s background includes accounting and real-estate broker affiliations, and it operates under individual ownership rather than as part of a larger capital allocator or affiliated adviser network. KB is not positioned as an ESG-focused or pension consulting practice and does not present itself as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives