KULT WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2022
Total AUM
$135M
Discretionary
$133M
98% of AUM
Avg account
$2M
Accounts
69
Employees
2
Advisory reps
1

Firm details

Headquarters
BROOKFIELD, Wisconsin
CRD number
126740
Registered since
March 14, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI89.94%
  • Individuals10.06%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Private Funds 42%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%54%
  • Public Funds/Mutual Funds54%
  • Private Funds42%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • PETER KULT

    Owner/sole ProprietorCRD 4493349

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth