# KB PRIVATE WEALTH MANAGEMENT GROUP

KB PRIVATE WEALTH MANAGEMENT GROUP of SHERMAN OAKS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 309208
- Type: SEC-registered investment adviser
- SEC file number: 801-118870
- 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)

| Name | Role | Location |
| --- | --- | --- |
| BARTMASSER KARY JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309208/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309208/similar
- Related entities: https://search.stillhousedata.com/firm/309208/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309208

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.