CRD: 291802
Kingdom Wealth Development, LLC
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Tiaa · Transamerica
- Clients
- Retail
- Platforms
- MatrixMatrix +more
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
1603 22nd Street Suite 100 West DES Moines IA
About Kingdom Wealth Development, LLC
Kingdom Wealth Development is a faith-based RIA in West Des Moines, IA focused on Biblically Responsible Investing. The firm works with families on comprehensive planning—retirement, insurance/protection, investment management, estate and tax planning, and charitable giving—with an inclusive approach that serves clients regardless of account size.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$60.9K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Client Personas
North pathway
Custodian
Glacier
Investment Themes
Peak
Investment Vehicles
Focus peak
Services
Insight harbor North fusion Wave Capital matrix
Technology
Catalyst Quantum vertex Atlas
Owner & Executives
C
CHRISTINA ANN LUEDERS OCHANPAUGH
Chief Compliance Officer, Managing Member
- CRD
- #4275513
- Ownership
- 75% or more
(231) 520-1401
timber.pathway@fusioncapital.com
in linkedin.com/in/north-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,140,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,140,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,140,000
Public Funds:
41.9% Cash:
42.6% Equity - Exchange:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,825,500,947 | 41.9% |
| Cash | $1,855,998,576 | 42.6% |
| Equity - Exchange | $675,304,647 | 15.5% |
| Total | $4,356,804,170 | 100.0% |