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KWB WEALTH
1782 Orange Tree Lane
Redlands, California 92374
Tel: 909-307-8220
About KWB WEALTH
KWB WEALTH, formally registered with the SEC as KWB WEALTH. The firm was established in 05/15/2020. They have over 2 offices throughout the country.
KWB WEALTH is a Redlands, California based Financial Planning firm with nearly $1,007,038,888 assets under management, offering retirement planning & investment advisory services to 2966 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300921 |
| SEC# | 801-118740 |
| Assets Managed by Firm | $1,007,038,888 |
| No. of Clients | 2966 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2966 | $1,007,038,888 |
| Individuals (other than high net worth individuals) | 1026 | $194,500,966 |
| High net worth individuals | 786 | $775,383,105 |
| Pension and profit sharing plans | 16 | $20,486,731 |
| Charitable organizations | 4 | $2,825,207 |
| Corporations or other businesses | 12 | $12,051,722 |
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