KWB WEALTH of REDLANDS, CA is an SEC-registered investment adviser (CRD 300921). Regulatory assets under management: $1.2B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Quentin Kerrick Bubb | OWNER & CHIEF OPERATING OFFICER | — |
| Diana Lynn Sailler | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| Emily Katherine Tejeda | OWNER & CHIEF COMPLIANCE OFFICER | — |
| Kerrick Walter Bubb | PRESIDENT & INVESTMENT ADVISER REPRESENTATIVE; TRUSTEE | — |
| Michael Nabil Razzouk | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| Steven Daniel Gormley | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| Rachel Alisa Bubb | OWNER | — |
| Lisa A Bubb | TRUSTEE | — |
| SAILLER DIANA LYNN | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| TEJEDA EMILY KATHERINE | OWNER & CHIEF COMPLIANCE OFFICER | — |
| BUBB KERRICK WALTER | OWNER, PRESIDENT & INVESTMENT ADVISER REPRESENTATIVE; PRESIDENT & INVESTMENT ADVISER REPRESENTATIVE; TRUSTEE | — |
| BUBB QUENTIN KERRICK | OWNER & CHIEF OPERATING OFFICER; OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| RAZZOUK MICHAEL NABIL | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| GORMLEY STEVEN DANIEL | OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| BUBB RACHEL ALISA | OWNER | — |
| Bubb Lisa A | TRUSTEE | — |
| Lisa A. Bubb | TRUSTEE | — |