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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 7
| |
Houston, TX
| 10
| |
Houston, TX
| 13
| |
Houston, TX
| 8
| |
Houston, TX
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")