KD WEALTH MANAGEMENT LLC

KD WEALTH MANAGEMENT LLC of HAMPTON, NH is an SEC-registered investment adviser (CRD 309096). Regulatory assets under management: $10.0M.

Registration

• CRD: 309096
• Type: Registered investment adviser
• Location: 11 THORNTON ST, HAMPTON, NH, 03842
• Phone: 603-851-1781
• Latest filing: 2025-06-30
• Regulatory AUM: $10.0M
• Discretionary AUM: $10.0M
• Clients: 1
• Accounts: 30

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 309096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search