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KD WEALTH MANAGEMENT LLC
CRD 309096
11 THORNTON ST, HAMPTON, NH, 03842, United States
Phone
603-851-1781
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.0M
Discretionary AUM
$10.0M
Team
1 total employees; 1 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-06-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.0M |
| High net worth individuals | 15 | $8.0M |
Official SEC filing: View on IAPD