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KDM WEALTH MANAGEMENT INC.

dba KDM WEALTH MANAGEMENT INC. · CRD 152002 · Registered Investment Adviser

KDM WEALTH MANAGEMENT INC. is a Registered Investment Adviser headquartered in GENEVA, IL. The firm reports $112,237,716 in regulatory assets under management across 538 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$112,237,716
Non-discretionary$0
Total RAUM$112,237,716
Accounts538

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 152002. adviserinfo.sec.gov/firm/summary/152002.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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