Kdm Wealth Management Inc.
● SEC registered since 2025CRD 152002SEC# 801-132456Geneva, IL
Reg. AUM
$112.2M
Employees
6
Accounts
538
Location
Geneva, IL
Kdm Wealth Management Inc. assets under management
Kdm Wealth Management Inc. operates as an SEC-registered investment adviser based in Geneva, IL. The firm has been registered since 2025. It reports $112.2 million in regulatory assets under management and employs 6 people.
Kdm Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Fuller Martin Control | President And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Kdm Wealth Management Inc. manage?
Kdm Wealth Management Inc. reports $112.2 million in regulatory assets under management on its Form ADV.
How many employees does Kdm Wealth Management Inc. have?
Kdm Wealth Management Inc. reports 6 employees.
Where is Kdm Wealth Management Inc. located?
Kdm Wealth Management Inc. is based in Geneva, IL and has been SEC-registered since 2025.
Does Kdm Wealth Management Inc. disclose fund performance?
Kdm Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 Stevens Street, Suite R, Geneva, IL 60134 |
| Phone | (630) 232-9097 |
| Fax | (630) 578-0425 |
| Office hours | 8:30a.m. Est - 5:00p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$112.2Mregulatory AUM
Discretionary $112.2M