A complete list of active advisors currently associated with KDK Private Wealth Management

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

KDK Private Wealth Management is a registered investment adviser managing roughly $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations and business entities. The firm delivers comprehensive wealth management—combining investment management, financial planning and consulting, and reporting services—typically as an integrated engagement rather than as standalone offerings, and generally requires a $5 million portfolio minimum for discretionary management. KDK constructs customized portfolios using ETFs, mutual funds, individual debt and equity securities and allocations to selected Independent Managers, employing an asset-allocation framework derived from Modern Portfolio Theory alongside fundamental, technical, quantitative, cyclical and behavioral analysis. The firm tailors risk exposure and liquidity considerations to client objectives, monitors Independent Managers on an ongoing basis, and, when appropriate, recommends privately placed securities and interests in pooled vehicles. A distinguishing feature is that KDK sponsors and manages multiple private funds (including the recently added KDK Marble V CE Fund, LP) and its affiliated general partners may receive performance‑based compensation at the fund level, a structure the firm discloses and addresses through allocation policies and oversight. The firm also issues common equity to certain clients, provides stand‑alone reporting for high‑net‑worth and family‑office clients, and maintains a Code of Ethics and procedures intended to manage side‑by‑side management and related conflicts.

To learn more about the advisors currently working at KDK Private Wealth Management, 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.