KDM WEALTH MANAGEMENT INC.
KDM WEALTH MANAGEMENT INC. of GENEVA, IL is an SEC-registered investment adviser (CRD 152002). Regulatory assets under management: $112.2M.
Registration
- CRD: 152002
- SEC file number: 801-132456
- Type: Registered investment adviser
- Location: 321 STEVENS STREET, SUITE R, GENEVA, IL, 60134
- Phone: (630) 232-9097
- Latest filing: 2026-04-30
- Regulatory AUM: $112.2M
- Discretionary AUM: $112.2M
- Clients: 6
- Accounts: 538
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Jeffrey Fuller Martin | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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