KWB Wealth
Firm details
- Headquarters
- Redlands, California
- CRD number
- 300921
- Registered since
- May 15, 2020
- Website
- kwbwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals17.06%
- Pension & Profit Sharing Plans1.59%
- Corporations / Businesses1.14%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
KWB Wealth is an independent registered investment adviser formed as a corporation and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional accounts, advising primarily through percentage-of-AUM fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. KWB Wealth is not positioned as a capital allocator and is not an active ESG investor. The firm was recognized on Forbes’ America’s Top RIA Firms list in 2023.
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 Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Kerrick Bubb
President and CEOCRD 1727374
Quentin Bubb
COO & PartnerCRD 6414762
Contacts
3 of 9Aaron Garcia
Associate Wealth ManagerCRD 6730929
Michael Razzouk
Partner, Executive Wealth ManagerCRD 5237071
Leslie Carnahan
Administrative AssistantCRD 7945592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 177Active vs passive
$1.8B in ETFs
55%
$1B
23%
$827M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $151M | 1,720,975 | 8.18% |
Location
Redlands, CA
San Bernardino
Location
Redlands, CA
Headquartered in Redlands, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 1782 Orange Tree Ln
- Time zone
- PT (UTC-8)
- Office locations
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