Kuhn Wealth Management Inc.

Kuhn Wealth Management Inc. (CRD# 168727) is a financial advisory firm headquartered in Schaumburg, IL. They manage $95,597,653 in 945 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1827 Walden Office Sq, #500, Schaumburg, IL 60173
http://kuhnwealth.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $101,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Kuhn Wealth Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Kuhn, financial advisor Schaumburg IL
Matthew Kuhn
CRD#: 5200893
1827 Walden Office Sq, #500, Schaumburg, IL 60173

Matthew Kuhn (CRD# 5200893) is an Investment Advisor Representative working at Kuhn Wealth Management Inc. in Schaumburg, IL and has over 17 years of experience in the finance industry.

2
Nathaniel Kuhn, financial advisor Schaumburg IL
Nathaniel M. Kuhn
CRD#: 4624143
1827 Walden Office Sq, #500, Schaumburg, IL 60173

Nathaniel Kuhn (CRD# 4624143) is an Investment Advisor Representative working at Kuhn Wealth Management Inc. in Schaumburg, IL and has over 21 years of experience in the finance industry.

3
Matthew Ferguson, financial advisor Schaumburg IL
Matthew R. Ferguson
CRD#: 5785954
1827 Walden Office Sq, #500, Schaumburg, IL 60173

Matthew Ferguson (CRD# 5785954) is an Investment Advisor Representative working at Kuhn Wealth Management Inc. in Schaumburg, IL and has over 13 years of experience in the finance industry.

4
Daniel Levy, financial advisor Schaumburg IL
Daniel Levy
CRD#: 5918146
1827 Walden Office Sq, #500, Schaumburg, IL 60173

Daniel Levy (CRD# 5918146) is an Investment Advisor Representative working at Kuhn Wealth Management Inc. in Schaumburg, IL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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