Kuhn Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, delivering services through interviews, written investment policy statements, and ongoing monitoring. Portfolio management is offered only on a wrap-fee basis through the firm’s KWM Wrap Program, and the firm may also utilize third‑party managers or platforms to implement client strategies.
The firm’s investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory and uses both long‑ and short‑term trading. Model offerings emphasize ETF-based strategies — including managed multi‑ETF models guided by third‑party commentary (notably BlackRock’s strategic allocations) and single‑ETF strategies used to efficiently manage smaller accounts — with custody and trade execution typically recommended through Charles Schwab and access to the AssetMark platform for certain third‑party manager relationships.
What distinguishes Kuhn relative to many peers is its wrap‑only implementation and role in directing clients to third‑party managers and platform providers, a structure described in its Wrap Fee Brochure and related disclosures. The brochure also discloses that certain firm representatives hold broker‑dealer registrations and insurance licenses and that the firm has policies to address allocation fairness (including IPOs) and to manage the conflicts those dual roles can create; the firm recently submitted an application to register with the SEC, which it notes as a material change.
Client services
Expertise
Fee options
1.0% annually
Commissions received only in the separate capacity as registered representatives of a broker-dealer and as insurance agent; not for advisory accounts.
$250 per hour for financial planning services up to $5000
Main office
1827 Walden Office Sq, #500
Schaumburg IL 60173
Advisors at this office
3
Most active in
Illinois · Texas
Also doing business as
Kuhn Financial Inc. · Kuhn Wealth Management Inc. · Kuhn, Nathaniel M
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
Nathaniel K
Series 63, Series 65
Schaumburg, IL
Kuhn Wealth Management Inc.
Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.
Matthew K
Series 63, Series 65
Schaumburg, IL
Kuhn Wealth Management Inc.
Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.
Daniel L
Series 66
Schaumburg, IL
Kuhn Wealth Management Inc.
Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.
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