| Name | Title | Ownership | Since |
|---|---|---|---|
| Bubb Family Trust Control | Owner | Over 75% | 2020 |
| Diana Lynn Sailler | Owner & Investment Adviser Representative | 5-10% | 2019 |
| Emily Katherine Tejeda Control | Owner & Chief Compliance Officer | Under 5% | 2019 |
Kwb Wealth reports $1 billion in regulatory assets under management on its Form ADV.
Kwb Wealth reports 11 employees.
Kwb Wealth is based in Redlands, CA and has been SEC-registered since 2020.
Kwb Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1782 Orange Tree Lane, Redlands, CA 92374 |
| Phone | 909-307-8220 |
| Office hours | Monday - Thursday 8a.m. - 5p.m.; Friday 7a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.01B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.01B |