← Back to searchVisit website
KB WEALTH MANAGEMENT, LLC
CRD 304447
7 WEST SQUARE LAKE RD., BLOOMFIELD HILLS, MI, 48302, United States
Phone
248-877-3658
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $4.0M |
| High net worth individuals | 5 | $8.3M |
All web addresses on file
Official SEC filing: View on IAPD