A complete list of active advisors currently associated with Kuhn Wealth Management Inc.

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

Kuhn Wealth Management Inc. provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and its public filings also identify relationships with a range of institutional client types (including banking and thrift institutions, insurance companies, state and municipal entities, sovereign wealth, and other investment advisers), which is uncommon for firms of this size. The firm reports approximately $150,822,928 in discretionary assets under management and delivers portfolio management largely through its KWM Wrap Program. KWM’s process begins with client interviews and an Investment Policy Statement and applies a mix of fundamental, technical, and quantitative analysis along with modern portfolio theory to construct and monitor tailored portfolios. The firm uses managed ETF and single‑ETF strategies, may recommend Third‑Party Managers (including via the AssetMark platform), and typically recommends Charles Schwab and Schwab Advisor Services as custodians. Distinctive operational features disclosed in the Brochure include acting as a wrap‑fee program sponsor (with KWM receiving a portion of wrap fees), directing clients to third‑party managers/AssetMark, and maintaining advisors who are also registered representatives of a broker‑dealer and a principal licensed to sell insurance; KWM describes policies and disclosures (including a written Code of Ethics and allocation procedures for limited‑supply offerings such as IPOs) to address related conflicts and to support its fiduciary duties.

To learn more about the advisors currently working at Kuhn Wealth Management Inc., 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.