A complete list of active advisors currently associated with Kult Wealth Management Group, LLC

Warmer can help you find a great advisor at Kult Wealth Management Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kult Wealth Management Group, LLC, 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.