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| Happy Holidays!! thanks for using AUM13F!! |
| KW Wealth Management LLC
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| CRD # | 298466 |
| SEC # | 801-131526 |
| CIK # | |
| AUM | $102.0 M (2025-01-27) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 916-758-9218 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 25.2 |
| (b) Individuals (high net worth individuals) | 27 | 76.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 102.0 |
| By Discretionary | ||
| Discretionary | 213 | 102.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 213 | 102.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.0 | |
| Total | 213 | 102.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peerless Wealth LLC
✚
|
OH | 0.1 |
|
The Breit Group LLC
✚
|
NC | 0.1 |
|
Synergy Capital of Colorado LLC
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CO | 0.1 |
|
Ponta Wealth Partners LLC
✚
|
FL | 0.1 |
|
North Bay Wealth Management
✚
|
CA | 0.1 |
|
Logix Investments LLC
✚
|
OH | 0.1 |
|
Hayes Wealth Advisors LLC
✚
|
0.1 | |
|
Echelon Group Inc
✚
|
ID | 0.1 |
|
Opus Private Wealth Group LLC
✚
|
CA | 0.1 |
|
Touchstone Capital Inc
✚
|
PA | 0.1 |