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KCR WEALTH MANAGEMENT, LLC

CRD 170798

Visit website

1818 LIBRARY STREET, SUITE 500, RESTON, VA, 20190, United States

Phone

(703) 722-2212

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$95.4M

Discretionary AUM

$95.4M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals9$4.5M
High net worth individuals30$90.9M

All web addresses on file

Official SEC filing: View on IAPD