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KUHN WEALTH MANAGEMENT INC.
CRD 168727
1827 WALDEN OFFICE SQ, #500, SCHAUMBURG, IL, 60173, United States
Phone
(847) 607-4976
Fax
(847) 305-3021
Registration
— (—)
Source
State registered
Total AUM
$150.8M
Discretionary AUM
$150.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $54.6M |
| High net worth individuals | 43 | $96.2M |
All web addresses on file
Official SEC filing: View on IAPD