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| Keyboard |
| KULT Wealth Management Group LLC
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|---|---|
| CRD # | 126740 |
| SEC # | 801-123427 |
| CIK # | |
| AUM | 135.1 M (2026-02-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 262-787-0704 |
| Address | 17100 W North Ave Suite 202 Brookfield, WI 53005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 13.6 |
| (b) Individuals (high net worth individuals) | 40 | 121.5 |
| (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 | 0.0 |
| (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 | 69 | 135.1 |
| By Discretionary | ||
| Discretionary | 68 | 132.7 |
| Non-Discretionary | 1 | 2.3 |
| Total | 69 | 135.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.0 | |
| United States Persons | 119.1 | |
| Total | 69 | 135.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hepworth Equity Partners LLC
✚
|
135.6 M | |
|
Canaccord Genuity Wealth Management USA Inc
✚
|
135.5 M | |
|
Dover Investment Advisory Corporation
✚
|
135.4 M | |
|
Trotta John NMN
✚
|
NY | 135.0 M |
|
FORS Financial Consulting PS
✚
|
WA | 134.9 M |
|
RW Baker Wealth Management Group LLC
✚
|
WY | 134.9 M |
|
Seal Cove Capital LLC
✚
|
134.9 M | |
|
PUFF Wealth Management LLC
✚
|
NJ | 134.8 M |
|
Calder Financial LLC
✚
|
134.8 M | |
|
Clarion Advisors Inc
✚
|
CA | 134.4 M |