KRD Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

KRD Wealth Management LLC ✚
CRD #	317947
SEC #	801-123175
CIK #
AUM
Employees	4 (75% Investors, 0% Brokers)
Phone	847-849-5550
Address	1051 Perimeter Drive Schaumburg, IL 60173
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	46	10.6
(b) Individuals (high net worth individuals)	51	79.0
(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	7	8.5
(h) Charitable organizations	0	0.3
(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	0.3
(n) Other	0	0.0
Total	292	98.5
By Discretionary
Discretionary	292	98.5
Non-Discretionary	0	0.0
Total	292	98.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		98.5
Total	292	98.5

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