KDM Wealth Management Inc.

Overview

KDM Wealth Management Inc. is an independent, privately owned registered investment adviser operating as a corporation that serves individual and family clients. The firm charges fees based on a percentage of assets under management and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. KDM is not positioned as a capital allocator; instead it relies on third-party investment managers for alternative exposures. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives