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 that began SEC registration in 2020. It serves both individual and family clients as well as institutional relationships, operating on a percentage-of-assets fee model. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars/workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. KWB Wealth was recognized by Forbes in 2023 on its America’s Top RIA Firms list.
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 2KERRICK 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 171Active vs passive
$1.6B in ETFs
62%
$989M
24%
$609M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $96.8M | 906,876 | 6.06% |
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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