Kw Wealth Management LLC

Kw Wealth Management LLC (CRD# 298466) is a financial advisory firm headquartered in , . They manage $84,053,007 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.globalwealthadvisor.com/
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $410,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kw Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yee Ki Wan, financial advisor Sacramento CA
Yee Ki Wan
CRD#: 3078166
Sacramento, CA

Yee Ki Wan (CRD# 3078166) is an Investment Advisor Representative working at Kw Wealth Management LLC in Sacramento, CA and has over 24 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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