| Name | Title | Ownership | Since |
|---|---|---|---|
| Yee Ki Wan Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Kw Wealth Management LLC reports $102 million in regulatory assets under management on its Form ADV.
Kw Wealth Management LLC reports 1 employees.
Kw Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 916-758-9218 |
| Office hours | 8:00a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $102M |
| Non-discretionary | $0 |
| Total (RAUM) | $102M |