K
$66.6M Total AUM
$66.6M Disc. AUM
-- 3Y CAGR
3 Employees
77 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-2024
- Office Locations
- 1
Office Locations
666 Dundee Road, Suite 1901 Northbrook IL
About K&h Wealth Partners
K&h Wealth Partners is a Northbrook-based RIA. The firm has been operating for 2 years. Managing $66.6M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
54 AVG AGE
$22.2M AVG AUM / ADVISOR
$865.5K AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW JARETT HOENES
Chief Compliance Officer
- CRD
- #5369472
- Ownership
- 50% but less than 75%
Available
Available
Available
KEITH KARCHMAR
Chief Executive Officer
- CRD
- #4886140
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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ROGER LEE HOENES
Senior Wealth Advisor
- CRD
- #2067578
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,639,372 | -- |
| Non-Discretionary | $1,640 | -- |
| Total | $66,641,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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