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
Kw Wealth Management LLC
By the Numbers
-
Total Assets Under Management84MILLION
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Total Number of Accounts205ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kw Wealth Management LLC
1
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.
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