KW Wealth Management LLC
RIASEC Registered
Total AUM
$122M
Discretionary
$122M
100% of AUM
Avg account
$578K
Accounts
211
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 298466
- Registered since
- November 27, 2024
- Website
- www.kwwealthmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals80.95%
- HNWI19.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
KW Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing mixes asset-based fees and fixed-fee engagements. The firm does not position itself as an ESG investor.
Assets & Accounts
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 Funds51%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$34.9M in ETFs
Passive
97%
$33.8M
Active
1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $5.2M | 101,545 | 14.80% |
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
CJC Wealth Management
RIAAUM $122MTEAM 5REPS 3
First Look Capital Management, LLC
RIAAUM $122MTEAM 1REPS 1
Laureate Wealth Management, LLC
RIAGlen Ellyn, IL
AUM $122MTEAM 6REPS 6
Portfolio Resources Advisor Group, Inc.
RIACoral Gables, FL
AUM $122MTEAM 17REPS 12
Tolley Financial Group, LLC
RIARaleigh, NC
AUM $122MTEAM 1REPS 1
Bootpack Wealth Management
RIAJackson, WY
AUM $122MTEAM 1REPS 1