Kdk Private Wealth Management
Kdk Private Wealth Management is an SEC-registered wealth manager in Houston, TX with $584.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Kdk Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299583, SEC 801-121062, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $584.6M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 8
- Clients
- 95
- CRD
- 299583
- Ownership
- KANALY, JEFFREY, C; JDM TWIN CREEKS, LLC; BURNEY, WILLIAM, M; BATES HARRIS LIVING TRUST U/T/A/ 06/21/17; MEACHAM, MARIAN, BATES
How much AUM does Kdk Private Wealth Management have?
Kdk Private Wealth Management reported $584.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Kdk Private Wealth Management?
Disclosed owners and executives of Kdk Private Wealth Management include KANALY, JEFFREY, C, JDM TWIN CREEKS, LLC, BURNEY, WILLIAM, M, BATES HARRIS LIVING TRUST U/T/A/ 06/21/17, MEACHAM, MARIAN, BATES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.