KUHN WEALTH MANAGEMENT INC.

KUHN WEALTH MANAGEMENT INC. of SCHAUMBURG, IL is an SEC-registered investment adviser (CRD 168727). Regulatory assets under management: $150.8M.

Registration

• CRD: 168727
• SEC file number: 801-136946
• Type: Registered investment adviser
• Location: 1827 WALDEN OFFICE SQ, #500, SCHAUMBURG, IL, 60173
• Phone: (847) 607-4976
• Latest filing: 2026-06-30
• Regulatory AUM: $150.8M
• Discretionary AUM: $150.8M
• Clients: 3
• Accounts: 991

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search