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- Custodian
- Altruist · Truist Bank · UBS
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 07-30-2020
- Office Locations
- 1
Office Locations
About KMB Wealth Management, LLC
KMB Wealth Management is a Bloomington, MN RIA providing holistic wealth management that ties a comprehensive financial plan to a disciplined investment strategy. Services span investments plus cash optimization, tax-efficiency planning, income/savings and retirement planning, with an emphasis on protecting client finances through technology. Portfolios are primarily ETF-based with some corporate fixed income, and the firm supports custody on platforms such as Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN MATTHEW BOYD
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #5521170
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,366,943 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,366,943 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,366,943
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $504,624,531 | 36.3% |
| Corporate - Investment Grade | $212,692,984 | 15.3% |
| Cash | $403,143,565 | 29.0% |
| Corporate - Non-Investment Grade | $269,689,144 | 19.4% |
| Total | $1,390,150,224 | 100.0% |