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| Happy Holidays!! thanks for using AUM13F!! |
| KDM Wealth Management Inc
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|---|---|
| CRD # | 152002 |
| SEC # | 801-132456 |
| CIK # | |
| AUM | $101.1 M (2025-04-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 630-232-9097 |
| Address | 321 Stevens Street Geneva, IL 60134 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 34.4 |
| (b) Individuals (high net worth individuals) | 35 | 66.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 101.1 |
| By Discretionary | ||
| Discretionary | 507 | 101.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 101.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.1 | |
| Total | 507 | 101.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Apex Investment Group LLC
✚
|
MA | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
Align Financial LLC
✚
|
MN | 0.1 |
|
Ideal Retirement Solutions LLC
✚
|
FL | 0.1 |
|
Gambit Capital Management LLC
✚
|
0.1 | |
|
Alteris Capital Partners LLC
✚
|
TX | 0.1 |
|
Provision Asset LLC
✚
|
0.1 | |
|
Compass Private Wealth Group LLC
✚
|
NJ | 0.1 |
|
DLK Investment Advisors LLC
✚
|
WA | 0.1 |
|
Pleasantdale Wealth Management LLC
✚
|
0.1 |