KD Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth individuals, and businesses. The firm develops client-specific investment policies and delivers ongoing portfolio supervision alongside written financial plans and a comprehensive planning service.
The firm primarily follows a passive investment approach, building portfolios from index mutual funds and ETFs to capture asset-class returns with low turnover and an emphasis on tax efficiency, while using fundamental analysis as its primary method when conducting investment analysis. KDWM also facilitates the use of third‑party managers and TAMPs, assisting clients with manager selection, allocation modeling, and periodic reviews.
A distinctive operational feature is that KDWM participates as a sponsor in a wrap fee program for its direct portfolio management, a structure that is uncommon among independent advisers. Founded in 2020, the firm reported roughly $4.5 million in assets and 20 clients as of March 31, 2022, and maintains custodial relationships through Charles Schwab while generally not aggregating block trades.
Client services
Expertise
Fee options
$2,400 to $3,600 depending on complexity and needs
$0 - $250,000: 1% $250,001 - $500,000: 0.9% $500,001+: 0.8%
$200 to $700 per month depending on complexity and needs
Main office
11 Thornton St
Hampton NH 03842
Advisors at this office
1
Most active in
Louisiana · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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