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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 276 clients, or 92 clients per representative. That equates to $546.5K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
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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
SMA allocation detail is available
Kuhn Wealth Management Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.