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KB PRIVATE WEALTH MANAGEMENT GROUP
KB PRIVATE WEALTH MANAGEMENT GROUP LLC
CRD 309208 · SEC 801-118870
14945 VENTURA BLVD., SUITE 224, SHERMAN OAKS, CA, 91403, United States
Phone
310-657-8700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD