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| KWB Wealth
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|---|---|
| CRD # | 300921 |
| SEC # | 801-118740 |
| CIK # | 0001822236 |
| AUM | 1.2 B (2026-05-08) |
| Employees | 10 (80% Investors, 100% Brokers) |
| Phone | 909-307-8220 |
| Address | 1782 Orange Tree Lane Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001822236 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 24.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,055 | 210.6 |
| (b) Individuals (high net worth individuals) | 880 | 987.7 |
| (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 | 19.6 |
| (h) Charitable organizations | 3 | 2.7 |
| (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 | 15 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,280 | 1,234.6 |
| By Discretionary | ||
| Discretionary | 3,280 | 1,234.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,280 | 1,234.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.6 | |
| Total | 3,280 | 1,234.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001822236] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.2 B |
|
KPP Advisory Services LLC
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|
KY | 1.2 B |
|
Opal Wealth Advisors LLC
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NY | 1.2 B |
|
Wealth Dimensions Group Ltd
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OH | 1.2 B |
|
Great Waters Wealth Management
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MN | 1.2 B |
|
M Financial Asset Management Inc
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OR | 1.2 B |
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Graves Light Lenhart Wealth Inc
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|
VA | 1.2 B |
|
KWMG LLC
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|
KS | 1.2 B |
|
Hengehold Capital Management LLC
✚
|
OH | 1.2 B |
|
Vision Capital Management Inc
✚
|
OR | 1.2 B |