Kuhn Wealth Management Inc.

Overview

Kuhn Wealth Management Inc. is a privately owned corporate advisory firm that focuses on serving individual and family clients. The firm bills on a percentage-of-AUM basis and also offers hourly engagements. Its advisory work centers on portfolio management for individuals and small businesses and on selecting external managers, which indicates a blend of direct client advisory and delegated-manager oversight. The firm identifies as a capital allocator rather than a boutique product sponsor. It is not positioned as an ESG or multi-state specialist, and it does not report pension-consulting or related-adviser activities. Kuhn Wealth Management’s model suggests a traditional advisor role: managing discretionary client portfolios while tapping third-party managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives