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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About KDM Wealth Management Inc.
KDM Wealth Management provides retirement-focused financial planning and ongoing portfolio oversight for individuals and families navigating life transitions (starting a family, college planning, divorce). The team emphasizes goal-based asset allocation and risk management, implementing portfolios primarily with ETFs and mutual funds. Schwab-custodied and runs on Tamarac; led by a CIMA professional.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
JEFFREY FULLER MARTIN
Chief Compliance Officer, President
- CRD
- #5040957
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Maxwell Timothy Martin
Associate Advisor
- CRD
- #7793484
David A Schlesselman
Investment Advisor Representative
- CRD
- #6785404
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,237,716 | $208,620 |
| Non-Discretionary | $0 | -- |
| Total | $112,237,716 | $208,620 |
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Separately Managed Accounts
Total SMA Asset: $112,237,716
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,426,878,865 | 31.9% |
| Equity - Exchange | $2,366,203,509 | 52.9% |
| Cash | $679,892,124 | 15.2% |
| Total | $4,472,974,498 | 100.0% |