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K&H WEALTH PARTNERS
K&H WEALTH PARTNERS INC.
CRD 329828
666 DUNDEE ROAD, SUITE 1901, NORTHBROOK, IL, 60062, United States
Phone
224-235-4307
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$66.6M
Discretionary AUM
$66.6M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $15.0M |
| High net worth individuals | 27 | $47.9M |
| Pension/profit sharing plans | 4 | $2.8M |
| Charitable organizations | 1 | $329K |
| Corporations/business entities | 1 | $564K |
Official SEC filing: View on IAPD