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KWB WEALTH
CRD 300921 · SEC 801-118740
1782 ORANGE TREE LANE, REDLANDS, CA, 92374, United States
Phone
909-307-8220
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
10 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1055 | $210.6M |
| High net worth individuals | 880 | $987.7M |
| Pension/profit sharing plans | 18 | $19.6M |
| Charitable organizations | 3 | $2.7M |
| Corporations/business entities | 15 | $14.0M |
States served
AZ, CA, CO, GA, ID, MT, NV, NM, NY, NC, OR, PA, UT, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD