K
$121.9M Total AUM
$121.9M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2018
- Office Locations
- 1
Office Locations
-- Sacramento CA
About KW Wealth Management LLC
KW Wealth Management is a Sacramento, CA registered investment adviser providing personalized investment planning and ongoing guidance across financial decisions. The firm focuses on retail investors with holistic planning (retirement, tax, estate and insurance needs) and portfolio construction using ETFs, mutual funds and fixed income with an active asset-allocation approach. Founder-led, with custody via Interactive Brokers.
Team overview
-- AVG AGE
$121.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Y
Yee Ki Wan
Chief Compliance Officer, Managing Member
- CRD
- #3078166
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,903,775 | $577,743 |
| Non-Discretionary | $0 | -- |
| Total | $121,903,775 | $577,743 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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