$135.1M Total AUM
$132.7M Disc. AUM
12.6% 3Y CAGR
2 Employees
69 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave glacierValue
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
17100 W North AVE Suite 202 Brookfield WI
About Kult Wealth Management Group, LLC
Kult Wealth Management is an independent, fee-only RIA providing wealth management and retirement-focused planning, with a disciplined, risk-conscious investment approach aimed at participating in strong markets while protecting client wealth in weak markets. The firm emphasizes clear portfolio communication and objective advice (no commissions), and custody is through Charles Schwab.
Team overview
-- AVG AGE
$135.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
23 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Optima Legacy
Custodian
Zenith oak Horizon
Investment Themes
Timber optima
Investment Vehicles
Value
Services
North Wave wave Vital signal Vital Matrix fusion
Technology
Peak glacier Vital bridge
Owner & Executives
PETER MARTIN KULT
Chief Compliance Officer, Investment Advisor
- CRD
- #4493349
- Ownership
- 75% or more
(560) 257-8886
glacier.vital@unisoncapital.com
in linkedin.com/in/glacier-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,742,000 | $1,952,088 |
| Non-Discretionary | $2,341,000 | $2,341,000 |
| Total | $135,083,000 | $1,957,725 |
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Separately Managed Accounts
Total SMA Asset: $135,083,000
Public Funds:
30.0% Private Funds:
22.3% Equity - Exchange:
12.0% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $572,484,480 | 30.0% |
| Private Funds | $425,546,797 | 22.3% |
| Equity - Exchange | $228,993,792 | 12.0% |
| Cash | $681,256,531 | 35.7% |
| Total | $1,908,281,600 | 100.0% |