Kult Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kult Wealth Management Group provides personalized wealth management primarily to individual and high‑net‑worth clients, offering investment management along with income tax and cash‑flow planning for clients who draw from their portfolios. The firm manages approximately $135 million for 69 clients and, in limited situations, performs tax return preparation for certain advisory clients.
The firm applies a strategic asset allocation process tailored to each client’s goals, timeline, tax situation, and risk tolerance, implementing allocations with a mix of passively‑managed ETFs and actively‑managed mutual funds and maintaining global diversification. Portfolios are generally rebalanced periodically with tax implications considered, and the majority of client assets are managed on a discretionary basis, though individual securities may be used when appropriate.
Noteworthy features include a $1,000,000 account minimum (subject to discretionary waivers) combined with a fee‑only percentage‑of‑AUM model and the availability of limited tax return preparation—an uncommon combination among peers. Operationally, the firm is a small advisory practice led by a principal with both accounting and financial‑planning credentials, uses Charles Schwab as its custodian, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.73% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000 Fee-only: Fee-only investment management firm, no commissions or referral fees accepted.
Main office
17100 W North Ave Suite 202
Brookfield WI 53005
Advisors at this office
1
Most active in
Wisconsin
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.
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