A complete list of active advisors currently associated with KD Wealth Management LLC

Warmer can help you find a great advisor at KD Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KD Wealth Management LLC, 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.