Kwb Wealth

Kwb Wealth (CRD# 300921) is a financial advisory firm headquartered in Redlands, CA. They manage $699,769,605 in 2,440 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1782 Orange Tree Lane, Redlands, CA 92374
http://www.linkedin.com/company/kwb-wealth/
By the Numbers
  • Total Assets Under Management
    700
    MILLION
  • Total Number of Accounts
    2,440
    ACCOUNTS
  • Average Account Value
    $286,791
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, MT, NM, NV, OR, PA, TX, UT, WA

Financial Advisors at Kwb Wealth
Showing 1 - 8 of 8 top financial advisors.
1
Quentin Bubb, financial advisor Redlands CA
Quentin K. Bubb
CRD#: 6414762
1782 Orange Tree Lane, Redlands, CA 92374

Quentin Bubb (CRD# 6414762) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 7 years of experience in the finance industry.

2
Rachel Bubb, financial advisor Redlands CA
Rachel A. Bubb
CRD#: 6989425
1782 Orange Tree Lane, Redlands, CA 92374

Rachel Bubb (CRD# 6989425) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 4 years of experience in the finance industry. Rachel Bubb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert Bullock, financial advisor Redlands CA
Robert J. Bullock
CRD#: 2358911
1782 Orange Tree Lane, Redlands, CA 92374

Robert Bullock (CRD# 2358911) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 29 years of experience in the finance industry.

4
Steven Gormley, financial advisor Redlands CA
Steven D. Gormley
CRD#: 5009927
1782 Orange Tree Lane, Redlands, CA 92374

Steven Gormley (CRD# 5009927) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 17 years of experience in the finance industry.

5
Igor Nikachin, financial advisor Redlands CA
Igor Nikachin
CRD#: 6912033
1782 Orange Tree Lane, Redlands, CA 92374

Igor Nikachin (CRD# 6912033) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 5 years of experience in the finance industry.

6
Michael Razzouk, financial advisor Redlands CA
Michael N. Razzouk
CRD#: 5237071
1782 Orange Tree Lane, Redlands, CA 92374

Michael Razzouk (CRD# 5237071) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 14 years of experience in the finance industry.

7
Diana Sailler, financial advisor Redlands CA
Diana L. Sailler
CRD#: 4293292
1782 Orange Tree Lane, Redlands, CA 92374

Diana Sailler (CRD# 4293292) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 16 years of experience in the finance industry.

8
Claire Olmstead, financial advisor Redlands CA
Claire Olmstead
CRD#: 7271582
1782 Orange Tree Lane, Redlands, CA 92374

Claire Olmstead (CRD# 7271582) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals