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| Keyboard |
| KW Wealth Management LLC
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|---|---|
| CRD # | 298466 |
| SEC # | 801-131526 |
| CIK # | 0002078696 |
| AUM | 121.9 M (2026-02-05) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 916-758-9218 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 98.7 |
| (b) Individuals (high net worth individuals) | 30 | 23.2 |
| (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 | 211 | 121.9 |
| By Discretionary | ||
| Discretionary | 211 | 121.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 121.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.9 | |
| Total | 211 | 121.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002078696] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
United Value Capital LLC
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|
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NC | 121.9 M |
|
CLIO Asset Management LLC
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|
Cypress Capital Management LLC
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|
New Wave Financial Services LLC
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