KB PRIVATE WEALTH MANAGEMENT GROUP

KB PRIVATE WEALTH MANAGEMENT GROUP of SHERMAN OAKS, CA is an SEC-registered investment adviser (CRD 309208). Regulatory assets under management: $8.5M.

Registration

• CRD: 309208
• SEC file number: 801-118870
• Type: Registered investment adviser
• Location: 14945 VENTURA BLVD., SHERMAN OAKS, CA, 91403
• Phone: 310-657-8700
• Latest filing: 2026-06-26
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309208 on SEC IAPD (source of record)
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