KULT WEALTH MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 126740
- Registered since
- March 14, 2022
- Website
- www.kultwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI89.94%
- Individuals10.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kult Wealth Management Group, LLC is an SEC-registered single-owner advisory firm (registered in 2022) that provides portfolio management for individuals and small businesses. Its client base is focused on individual and family relationships and the firm charges fees based on a percentage of assets under management (with some other fee arrangements noted). Kult does not identify as an ESG-active manager, it is not a multi-state adviser in the filing data, and it does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Private Funds42%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
1 of 1PETER KULT
Owner/sole ProprietorCRD 4493349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKFIELD, WI
WAUKESHA
Location
BROOKFIELD, WI
Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 17100 W North Ave
- Time zone
- CT (UTC-6)
- Office locations
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