Kwb Wealth
● SEC registered since 2020CRD 300921SEC# 801-118740Redlands, CA
Reg. AUM
$1.23B
Employees
10
Accounts
3,280
Location
Redlands, CA
Kwb Wealth assets under management
Kwb Wealth is an investment advisory firm registered with the SEC based in Redlands, CA. The firm has been registered since 2020. It reports $1.2 billion in regulatory assets under management and employs 10 people.
Kwb Wealth owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bubb Family Trust Control | Owner | Over 75% | 2020 |
| Diana Lynn Sailler | Owner & Investment Adviser Representative | 5-10% | 2019 |
| Emily Katherine Tejeda Control | Owner & Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Kwb Wealth manage?
Kwb Wealth reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Kwb Wealth have?
Kwb Wealth reports 10 employees.
Where is Kwb Wealth located?
Kwb Wealth is based in Redlands, CA and has been SEC-registered since 2020.
Does Kwb Wealth disclose fund performance?
Kwb Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1782 Orange Tree Lane, Redlands, CA 92374 |
| Phone | 909-307-8220 |
| Office hours | Monday - Thursday 8a.m. - 5p.m.; Friday 7a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 45%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23B