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Kdm Wealth Management Inc.

● SEC registered since 2025CRD 152002SEC# 801-132456Geneva, IL
Export (members)
Reg. AUM
$101.1M
Employees
5
Accounts
507
Location
Geneva, IL

Kdm Wealth Management Inc. assets under management

Kdm Wealth Management Inc. operates as an SEC-registered investment adviser based in Geneva, IL. The firm has been registered since 2025. It reports $101.1 million in regulatory assets under management and employs 5 people.
twitter.com/kdminvestmentsView on SEC.gov ↗

Kdm Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Fuller Martin ControlChief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Kdm Wealth Management Inc. manage?

Kdm Wealth Management Inc. reports $101.1 million in regulatory assets under management on its Form ADV.

How many employees does Kdm Wealth Management Inc. have?

Kdm Wealth Management Inc. reports 5 employees.

Where is Kdm Wealth Management Inc. located?

Kdm Wealth Management Inc. is based in Geneva, IL and has been SEC-registered since 2025.

Does Kdm Wealth Management Inc. disclose fund performance?

Kdm Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 Stevens Street, Suite R, Geneva, IL 60134
Phone(630) 232-9097
Fax(630) 578-0425
Office hours8:30a.m. Est - 5:00p.m. Est
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.1M
Non-discretionary$0
Total (RAUM)$101.1M