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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-05-2013
- Office Locations
- 1
Office Locations
About Kuhn Wealth Management Inc.
Kuhn Wealth Management has served investors since 2003, providing personalized financial planning and portfolio management with an education-first, unbiased approach. The firm works with retail clients including business owners, entrepreneurs, and physicians, and builds portfolios largely with ETFs and public funds (custodying with Charles Schwab). It also runs Chicagoland 1031 Exchange to support 1031 exchanges and DSTs, including a current-availability report.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Nathaniel Michael Kuhn
Advisor, Chief Compliance Officer, President
- CRD
- #4624143
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Kuhn
Wealth Management Advisor
- CRD
- #5200893
Daniel Levy
Advisor
- CRD
- #5918146
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,822,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $150,822,928 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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