K
CRD: 309208
KB Private Wealth Management Group
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CapitalWave bridge
- Established Date
- 06-08-2020
- Office Locations
- 1
Office Locations
14945 Ventura Blvd. Suite 224 Sherman Oaks CA
About KB Private Wealth Management Group
KB Private Wealth Management Group is a Sherman Oaks, CA boutique RIA providing wealth management and financial planning for individuals and entrepreneur-led families, including tax, estate, insurance, and business-succession planning. Portfolios emphasize fixed income (notably municipal and U.S. government/agency bonds) alongside ETFs, with custody reported at Charles Schwab.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$709.8K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Glacier signal Ember Alpha North Zenith Glacier atlas
Client Personas
Crest
Custodian
Ember fusion
Investment Themes
Catalyst Optima Crest ember Oak
Investment Vehicles
Value Ridge
Services
Vital Ember value Glacier Vertex frontier Fusion optima Delta
Technology
Bridge signal Zenith legacy
Owner & Executives
K
KARY JAY BARTMASSER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4880672
- Ownership
- 75% or more
(857) 583-4944
pioneer.ember@frontiercapital.com
in linkedin.com/in/crest-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,517,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,517,723 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,517,723
Equity - Exchange:
29.3% Corporate - Investment Grade:
11.8% Municipal Bonds:
40.6% U.S. Government/Agency:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $512,995,428 | 29.3% |
| Corporate - Investment Grade | $206,598,841 | 11.8% |
| Municipal Bonds | $710,840,081 | 40.6% |
| U.S. Government/Agency | $320,403,289 | 18.3% |
| Total | $1,750,837,639 | 100.0% |