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KW WEALTH MANAGEMENT LLC
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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$102M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 102.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 298466 |
| SEC Number | 801-131526 |
| Phone | 916-758-9218 |
| Total Employees | 1 |
Client Count by Type (75 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 48 |
| High Net Worth Individual… | 27 |
County data not available for this organization.