KW WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$121,903,775
Discretionary
$121,903,775
Non-discretionary
$0
Firm details
- CRD number
- 298466
- SEC file number
- 801-131526
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.