KDK PRIVATE WEALTH MANAGEMENT, LLC
Doing business as KDK PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$584,638,790
Discretionary
$580,669,391
Non-discretionary
$3,969,399
Firm details
- CRD number
- 299583
- SEC file number
- 801-121062
- Main office
- HOUSTON, TX, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.