A complete list of active advisors currently associated with KB Private Wealth Management Group
Warmer can help you find a great advisor at KB Private Wealth Management Group or one who fits your needs even better.
KB Private Wealth Management Group is an independent, single-advisor registered investment adviser that provides discretionary asset management, comprehensive portfolio management, and standalone financial planning and consulting to individuals, trusts, estates and business clients. Services include tailored portfolio construction across individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, with ongoing monitoring and periodic rebalancing. The firm describes a fiduciary, client‑focused process that begins with meetings to assess financial goals, risk tolerance and time horizon and then applies a mix of fundamental, technical, quantitative and sector analysis to implement asset‑allocation and fixed‑income strategies. Clients may engage the firm on either discretionary or non‑discretionary terms, and written financial plans are delivered as part of planning engagements when requested. Notably, the firm’s managing member also operates an affiliated accounting practice and holds a real estate broker license, and the brochure discloses that accounting/tax preparation and separate real estate services are provided under separate engagement agreements and are optional for clients. Those concurrent professional roles — which the firm identifies as potential conflicts of interest — are uncommon among independent solo advisers and may be an important consideration for prospective clients alongside the firm’s relatively small client base and reported regulatory assets under management (about $5.79 million as of December 31, 2022).
To learn more about the advisors currently working at KB Private Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sherman Oaks, CA
| 20
|
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