K
CRD: 309096
KD Wealth Management LLC
Hampton, NH, 03842
6038511781
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2020
- Office Locations
- 1
Office Locations
11 Thornton ST Hampton NH
About KD Wealth Management LLC
KD Wealth Management LLC is a Hampton-based RIA. The firm has been operating for 5 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pioneer element
Investment Themes
Horizon eagle Horizon North ember
Investment Vehicles
Ember
Services
Element Wave ridge Focus Horizon vertex Foundation peak
Owner & Executives
K
KEVIN DELANEY
Chief Compliance Officer, President
- CRD
- #5327959
- Ownership
- 75% or more
(681) 278-3869
quantum.bridge@pathwaycapital.com
in linkedin.com/in/vital-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $516,962,936 | 100.0% |
| Total | $516,962,936 | 100.0% |