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| KWB Wealth
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|---|---|
| CRD # | 300921 |
| SEC # | 801-118740 |
| CIK # | 0001822236 |
| AUM | $699.8 MM (2023-01-25) |
| Employees | 10 (90% Investors, 90% Brokers) |
| Phone | 909-307-8220 |
| Address | 1782 Orange Tree Lane Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LPLA | 15,308.4 | 6.0 | |
| MSFT | 1,918,222.4 | 2.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 952 | 171.4 |
| (b) Individuals (high net worth individuals) | 652 | 496.1 |
| (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 | 18 | 21.1 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 1.4 |
| (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 | 8 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,440 | 699.8 |
| By Discretionary | ||
| Discretionary | 2,440 | 699.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,440 | 699.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.8 | |
| Total | 2,440 | 699.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001822236] |
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|---|---|---|
|
Peak Asset Management LLC
✚
|
CO | 0.7 |
|
Ahrens Investment Partners LLC
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|
Foresight Global Investors Inc
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NY | 0.7 |
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Burns J W & Co Inc
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Gould Asset Management LLC
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CA | 0.7 |
|
180 Wealth Advisors LLC
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Strid Group LLC
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PA | 0.7 |
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Roehl & YI Investment Advisors LLC
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OR | 0.7 |
|
Pinnacle Wealth Advisors
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Kahn Brothers Advisors LLC
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NY | 0.7 |