KMB Wealth Management, LLC

Overview

KMB Wealth Management, LLC is an independent, single-owner registered investment adviser operating as an LLC and focused on individuals and families. The firm bills on a percentage-of-AUM basis and lists its primary services as financial planning and portfolio management for individuals and small businesses. It does not identify as an ESG investor, does not function as a multi-state adviser or pension consultant, and is not positioned as a capital allocator; services appear centered on retail wealth-management relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives