KW WEALTH MANAGEMENT LLC

KW WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 298466). Regulatory assets under management: $121.9M.

Registration

• CRD: 298466
• SEC file number: 801-131526
• Type: Registered investment adviser
• Phone: 916-758-9218
• Latest filing: 2026-02-05
• Regulatory AUM: $121.9M
• Discretionary AUM: $121.9M
• Clients: 1
• Accounts: 211

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298466 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search