KWB WEALTH
SEC Form ADV profile.
Total regulatory AUM
$1,234,634,396
Discretionary
$1,234,634,396
Non-discretionary
$0
Firm details
- CRD number
- 300921
- SEC file number
- 801-118740
- Main office
- REDLANDS, CA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.