Kuhn Wealth Management Inc.

Overview

Kuhn Wealth Management Inc. is a privately owned corporate RIA that serves individuals and families, with an owner identified as an individual rather than an institutional parent. The firm acts as a capital allocator and focuses on portfolio management for individuals and small businesses, and on selecting other advisers or managers on clients’ behalf. Its fees are charged as a percentage of assets under management and, in some situations, on an hourly basis. Regulatory filings indicate the adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices