KITH & KIN WEALTH

KITH & KIN WEALTH is an SEC-registered investment adviser (CRD 341864). Regulatory assets under management: $20.2M.

Registration

• CRD: 341864
• Type: Registered investment adviser
• Phone: 262 490 4722
• Latest filing: 2026-07-30
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, 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 341864 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search