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KDK PRIVATE WEALTH MANAGEMENT
KDK PRIVATE WEALTH MANAGEMENT, LLC
CRD 299583 · SEC 801-121062
1616 SOUTH VOSS, SUITE 800, HOUSTON, TX, 77057, United States
Phone
713-391-8044
Fax
713-391-8045
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.6M
Discretionary AUM
$580.7M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersREPORTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $7.4M |
| High net worth individuals | 63 | $574.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD