KMB WEALTH MANAGEMENT, LLC

KMB WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 309053). Regulatory assets under management: $5.4M.

Registration

• CRD: 309053
• Type: Registered investment adviser
• Phone: 651-802-6088
• Latest filing: 2026-01-16
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309053 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search