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Home > Retirement Planners > wisconsin > brookfield > KULT WEALTH MANAGEMENT GROUP, LLC
KULT WEALTH MANAGEMENT GROUP, LLC
17100 W North Ave Suite 202
Brookfield, Wisconsin 53005
Tel: (262) 787-0704
About KULT WEALTH MANAGEMENT GROUP, LLC
KULT WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as KULT WEALTH MANAGEMENT GROUP, LLC. The firm was established in 03/14/2022. They have over 1 offices throughout the country.
KULT WEALTH MANAGEMENT GROUP, LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $121,933,000 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126740 |
| SEC# | 801-123427 |
| Assets Managed by Firm | $121,933,000 |
| No. of Clients | 68 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Other (TAX RETURN PREP FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (INCOME TAX RETURN PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $121,933,000 |
| Individuals (other than high net worth individuals) | 30 | $14,300,000 |
| High net worth individuals | 38 | $107,633,000 |
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