KDM Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KDM Wealth Management is a small, fee‑based SEC‑registered advisor that provides discretionary wealth management to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm manages roughly $112 million across about 149 client relationships and also offers retirement plan advisory services designed to meet ERISA fiduciary responsibilities.
The firm constructs low‑cost, diversified portfolios that rely heavily on index and passive investments while applying fundamental analysis to inform allocations and specific position decisions. KDM generally takes a long‑term approach but may retain legacy holdings for tax or fit reasons, use margin selectively to manage trade timing, and make shorter‑term trades for rebalancing or changing market conditions.
Notable features that distinguish KDM from many peers of its size include a compact, multi‑generational advisory team (including staff who advanced from intern to associate roles) and a combined retail and retirement‑plan practice that uses the Guideline platform for plan administration. The firm also coordinates outsourced tax preparation and estate‑planning services (which it may include in client arrangements at its discretion) and accepts proxy‑voting responsibility for client accounts.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.35% $3,000,001+: 0.15%
Minimum fee: $250 minimum quarterly fee Fee-only: Wealth management and retirement plan advisory fees; no commissions earned; fees negotiated on a case-by-case basis
Main office
321 Stevens Street, Suite R
Geneva IL 60134
Advisors at this office
3
Most active in
Florida · Illinois · Texas
Also doing business as
Kdm Investment Management · Kdm Investment Management, Inc. · Kdm Wealth Management Inc.
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
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Maxwell M
Series 65
Geneva, IL
KDM Wealth Management Inc.
Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.
David S
Series 65
Geneva, IL
KDM Wealth Management Inc.
David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.
Jeffrey M
Series 65
Geneva, IL
KDM Wealth Management Inc.
Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. with 21 years of industry experience. He holds a Series 65 designation and previously worked at Hieser Webb Capital Management and Webb Financial Advisors. KDM Wealth Management is a fee-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, low-cost investment approach focused on diversified portfolios using index and passive investments alongside fundamental analysis.
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