K WEALTH ADVISORS

K WEALTH ADVISORS is an SEC-registered investment adviser (CRD 307978). Regulatory assets under management: $36.8M.

Registration

• CRD: 307978
• Type: Registered investment adviser
• Phone: 484-321-3199
• Latest filing: 2026-02-20
• Regulatory AUM: $36.8M
• Discretionary AUM: $36.0M
• Non-discretionary AUM: $888K
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 307978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search