KB WEALTH MANAGEMENT, LLC

Overview

KB Wealth Management, LLC is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and provides portfolio management and pension consulting services. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity is concentrated in pooled public vehicles rather than direct security selection. The firm appears to build client portfolios primarily with mutual funds and other public funds to provide core diversification and implementation efficiency. The business is organized as a limited liability company and is owned by an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices