# KWB WEALTH

KWB WEALTH of REDLANDS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300921
- Type: SEC-registered investment adviser
- SEC file number: 801-118740
- Location: 1782 ORANGE TREE LANE, REDLANDS, CA, 92374
- Phone: 909-307-8220
- Latest filing: 2026-07-14
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 10
- Accounts: 3,280

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (17)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300921/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300921/similar
- Related entities: https://search.stillhousedata.com/firm/300921/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300921

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.