$12.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Oppenheimer · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-11-2019
- Office Locations
- 1
Office Locations
7 West Square Lake Rd. Bloomfield Hills MI
About KB Wealth Management, LLC
KB Wealth Management, LLC is a Bloomfield Hills, MI advisory firm founded by Kevin Barry (ex-UBS and Oppenheimer). The firm works with individuals, families, and business owners, delivering retirement, financial, and investment planning with customized portfolio strategies aligned to client goals. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Catalyst legacy Ridge Vector timber
Custodian
Value beacon Timber capital
Investment Themes
North harbor Pathway
Investment Vehicles
Crest
Platform
Pioneer
Services
North Vector Optima capital Vector Crest meridian Crest Crest Summit matrix Frontier Radial Focus
Owner & Executives
KEVIN MICHAEL BARRY
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5278346
- Ownership
- 75% or more
(365) 390-8622
oak.crest@momentumcapital.com
in linkedin.com/in/pathway-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,300,000 | -- |
| Total | $12,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,300,000
Public Funds:
40.8% Cash:
24.3% Equity - OTC:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,654,344,000 | 40.8% |
| Cash | $985,307,824 | 24.3% |
| Equity - OTC | $1,415,112,883 | 34.9% |
| Total | $4,054,764,707 | 100.0% |