Kw Wealth Management LLC
Kw Wealth Management LLC is an SEC-registered wealth manager with $121.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Kw Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298466, SEC 801-131526, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $121.9M (2026-02-05)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 80
- CRD
- 298466
- Ownership
- WAN, YEE, KI
How much AUM does Kw Wealth Management LLC have?
Kw Wealth Management LLC reported $121.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Kw Wealth Management LLC?
Disclosed owners and executives of Kw Wealth Management LLC include WAN, YEE, KI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.