KUHN WEALTH MANAGEMENT INC.

Overview

Kuhn Wealth Management Inc. is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm operates as a capital allocator: it constructs client portfolios directly and selects third‑party advisers where appropriate. Fee arrangements combine a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and project-based or advisory work. The firm is not positioned as an ESG investor and does not present as a multi‑state or pension consultant adviser. Investment activity centers on traditional public funds and mutual funds as the primary building blocks of client portfolios, supplemented by allocations to private placements and real estate when appropriate. The firm also uses annuities as a planning tool for certain clients. Kuhn Wealth Management’s advisory services emphasize portfolio management for individual and small business clients and the selection and oversight of outside managers when needed.

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Public Holdings

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Location & Offices