Kw Wealth Management LLC
● SEC registered since 2024CRD 298466SEC# 801-131526
Reg. AUM
$121.9M
Employees
1
Accounts
211
Location
—
Kw Wealth Management LLC assets under management
Kw Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $121.9 million in regulatory assets under management and employs 1 people.
Kw Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Yee Ki Wan Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Kw Wealth Management LLC manage?
Kw Wealth Management LLC reports $121.9 million in regulatory assets under management on its Form ADV.
How many employees does Kw Wealth Management LLC have?
Kw Wealth Management LLC reports 1 employees.
Does Kw Wealth Management LLC disclose fund performance?
Kw Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 916-758-9218 |
| Office hours | 8:00a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.9M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$121.9Mregulatory AUM
Discretionary $121.9M