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KDM WEALTH MANAGEMENT INC.

CRD 152002 · SEC 801-132456

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321 STEVENS STREET, SUITE R, GENEVA, IL, 60134, United States

Phone

(630) 232-9097

Fax

(630) 578-0425

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$112.2M

Discretionary AUM

$112.2M

Team

6 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals112$37.8M
High net worth individuals37$74.5M

States served

IL, TX, FL

All web addresses on file

Official SEC filing: View on IAPD