Falists
← Back to search

KULT WEALTH MANAGEMENT GROUP, LLC

CRD 126740 · SEC 801-123427

Visit website

17100 W NORTH AVE SUITE 202, BROOKFIELD, WI, 53005, United States

Phone

(262) 787-0704

Fax

(262) 787-0951

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$135.1M

Discretionary AUM

$132.7M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; TAX RETURN PREP FEES

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

No

Services

Portfolio management (individuals)INCOME TAX RETURN PREPARATION

Client types

TypeClientsAUM
Individuals29$13.6M
High net worth individuals40$121.5M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD