KB WEALTH MANAGEMENT, LLC

KB WEALTH MANAGEMENT, LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 304447). Regulatory assets under management: $12.3M.

Registration

• CRD: 304447
• Type: Registered investment adviser
• Location: 7 WEST SQUARE LAKE RD., BLOOMFIELD HILLS, MI, 48302
• Phone: 248-877-3658
• Latest filing: 2026-03-15
• Regulatory AUM: $12.3M
• Non-discretionary AUM: $12.3M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304447 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search