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KW WEALTH MANAGEMENT LLC
CRD 298466 · SEC 801-131526
CA, United States
Phone
916-758-9218
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.9M
Discretionary AUM
$121.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $98.7M |
| High net worth individuals | 30 | $23.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD