Kane Company Wealth Management, Inc.
Kane Company Wealth Management, Inc. is an SEC-registered wealth manager in Johnston, IA with $284.7M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Kane Company Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115756, SEC 801-117373, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $284.7M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Johnston, IA
- Employees
- 5
- Clients
- 198
- CRD
- 115756
- Ownership
- KANE, STEVEN, LEE; KANE, JASON, JAMES; THE JASON JAMES KANE TRUST; KANE FAMILY TRUST
How much AUM does Kane Company Wealth Management, Inc. have?
Kane Company Wealth Management, Inc. reported $284.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Kane Company Wealth Management, Inc.?
Disclosed owners and executives of Kane Company Wealth Management, Inc. include KANE, STEVEN, LEE, KANE, JASON, JAMES, THE JASON JAMES KANE TRUST, KANE FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.