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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| KWB Wealth
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|---|---|
| CRD # | 300921 |
| SEC # | 801-118740 |
| CIK # | 0001822236 |
| AUM | $1.0 B (2025-07-22) |
| Employees | 11 (91% Investors, 91% Brokers) |
| Phone | 909-307-8220 |
| Address | 1782 Orange Tree Lane Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 22.9 | ||
| LPL Investment Holdings Inc | 9.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,026 | 194.5 |
| (b) Individuals (high net worth individuals) | 786 | 775.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 22.3 |
| (h) Charitable organizations | 4 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 12.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,966 | 1,007.0 |
| By Discretionary | ||
| Discretionary | 2,966 | 1,007.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,966 | 1,007.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,007.0 | |
| Total | 2,966 | 1,007.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001822236] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fountainhead Capital Management LLC
✚
|
NJ | 1.0 |
|
Activest Wealth Management LLC
✚
|
FL | 1.0 |
|
Regency Investment Advisors Inc
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|
CA | 1.0 |
|
Portland Global Advisors LLC
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|
ME | 1.0 |
|
Strategic Financial Concepts LLC
✚
|
TX | 1.0 |
|
Campbell Wealth Management Inc
✚
|
VA | 1.0 |
|
Capital Wealth Management LLC
✚
|
RI | 1.0 |
|
Onyx Bridge Wealth Group LLC
✚
|
NY | 1.0 |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 1.0 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 1.0 |