KDK Private Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 299583
- Registered since
- May 24, 2021
- Website
- kdkpwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.3%
- Individuals1.27%
- Other0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
KDK Private Wealth Management is a limited liability company that operates as an independent RIA and a multifaceted fund manager. The firm is registered with the SEC (registered in 2021) and describes itself as a capital allocator that serves individual and family clients. Its business model blends advisory portfolio management for individuals and pooled investment vehicles with selection of other advisers, and it also sponsors and acts as a GP/managing member of pooled investment vehicles. Fees include a percentage of AUM and performance-based components. The firm does not market itself as an ESG investor and is not identified as a multi-state adviser.
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
- Private Funds27%
- Exchange Traded Equities24%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$91.1M in ETFs
94%
$85.9M
2%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $20.8M | 48,176 | 22.82% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1616 S Voss Rd
- Time zone
- CT (UTC-6)
- Office locations
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