$1.2B Total AUM
$1.2B Disc. AUM
14.6% 3Y CAGR
10 Employees
1,971 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vector radialOptima +more
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
1782 Orange Tree Lane Redlands CA
About KWB Wealth
KWB Wealth is a California-based wealth management firm providing comprehensive financial planning and investment management, including retirement, tax, estate, and values-based planning, via tailored client models for accumulators and more seasoned clients. The firm serves long-term-oriented households, especially those in or nearing retirement (often $500k+ investable), and uses the LPL Financial platform. Advisor Kerry Bubb is ranked #2 in Southern California by Forbes (2021–2025).
Team overview
39 AVG AGE
$154.3M AVG AUM / ADVISOR
$626.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
10 Employees
8 Advisory Reps
10 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Signal summit Eagle catalyst Alpha Focus
Client Personas
Radial Unison alpha
CRM
Oak
Custodian
Element momentum Zenith pathway Wave harbor Harbor meridian Peak Alpha bridge Fusion
Investment Themes
Matrix vector Capital Unison Catalyst Signal atlas
Investment Vehicles
Eagle Vertex timber
Platform
Alpha Eagle
Services
Peak Vertex Legacy meridian North value Glacier Wave Vertex frontier Glacier unison Optima Bridge Ridge peak Zenith
Technology
Foundation Zenith Eagle Meridian
Owner & Executives
QUENTIN KERRICK BUBB
Chief Operating Officer, Owner, Wealth Manager
- CRD
- #6414762
- Ownership
- 5% but less than 10%
(625) 247-5279
foundation.wave@northcapital.com
in linkedin.com/in/unison-matrix
RACHEL ALISA BUBB
Owner
- CRD
- #6989425
- Ownership
- 5% but less than 10%
(965) 906-1677
vertex.alpha@alphacapital.com
in linkedin.com/in/radial-atlas
Z
Zenith peak
Frontier insight
- CRD
- #43984
- Ownership
- 36.7%
(962) 780-5548
frontier.focus@radialcapital.com
in linkedin.com/in/vector-summit
Showing 2 of 7 owners & executives
Unlock allContacts
L
Leslie Marie Carnahan
--
- CRD
- #7945592
(548) 554-8160
quantum.glacier@deltacapital.com
in linkedin.com/in/fusion-momentum
A
Aaron Mathew Garcia
--
- CRD
- #6730929
(484) 267-7763
ridge.radial@zenithcapital.com
in linkedin.com/in/momentum-capital
M
Momentum momentum
Oak wave signal
- CRD
- #23199
(572) 719-5874
focus.glacier@quantumcapital.com
in linkedin.com/in/zenith-oak
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,234,634,396 | $376,413 |
| Non-Discretionary | $0 | -- |
| Total | $1,234,634,396 | $376,413 |
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Separately Managed Accounts
Total SMA Asset: $1,234,634,396
Public Funds:
18.5% Equity - Exchange:
23.4% Cash:
4.7% Corporate - Investment Grade:
9.7% Corporate - Non-Investment Grade:
10.7% Equity - OTC:
9.2% Municipal Bonds:
16.4% U.S. Government/Agency:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $301,627,616 | 18.5% |
| Equity - Exchange | $381,518,174 | 23.4% |
| Cash | $76,629,719 | 4.7% |
| Corporate - Investment Grade | $158,150,696 | 9.7% |
| Corporate - Non-Investment Grade | $174,454,892 | 10.7% |
| Equity - OTC | $149,998,598 | 9.2% |
| Municipal Bonds | $267,388,806 | 16.4% |
| U.S. Government/Agency | $120,651,046 | 7.4% |
| Total | $1,630,419,547 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON UNISON | VALUE CAPITAL | 0W68ONEUK | PXBH | 11.98% | $111,057,371 |
| ATLAS PEAK | CAPITAL INSIGHT | S0LJNCV4D | BJGFH | 8.49% | $105,694,488 |
| QUANTUM PEAK | HARBOR FRONTIER | JRBCO3UWD | SSMUN | 6.95% | $5,963,424 |
| ALPHA OPTIMA | VALUE QUANTUM | 6M3Q2IY7U | VGH | 9.30% | $43,392,879 |
| OPTIMA RIDGE CREST | OAK HORIZON | 590LN73F5 | MOBSL | 0.99% | $37,086,998 |
| MOMENTUM INSIGHT FOCUS | TIMBER FOCUS | V5CH7PW0T | JHYOU | 4.58% | $96,482,194 |
| FOUNDATION MERIDIAN | VALUE MOMENTUM | ASUQFX37E | NNFR | 6.31% | $75,901,676 |
| TIMBER VITAL | RIDGE CATALYST | 3M6Z9G758 | FMXND | 7.82% | $70,015,443 |