A complete list of active advisors currently associated with KW Wealth Management LLC

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

KW Wealth Management LLC provides portfolio management, financial planning, and pension consulting services to individuals, high‑net‑worth clients, corporations and employer‑sponsored retirement plans (including 401(k)s). The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring and implementation. The firm’s investment approach draws on a mix of methods — including fundamental, quantitative, technical and modern portfolio theory — and emphasizes long‑term trading across mutual funds, equities, fixed income, annuities, ETFs (including precious‑metal ETFs), TIPS, non‑U.S. securities and private placements. KW Wealth generally manages accounts on a discretionary basis, documents client risk tolerances in an IPS, and delivers periodic reporting through the custodian. Distinctive features noted in the brochure include an explicit pension consulting practice for employee benefit plans, which can include creating written pension plans and recommending service providers for plan management. The firm’s principal also conducts outside business activities as a registered representative and licensed insurance agent; those affiliations and related compensation are disclosed as potential conflicts, and the firm provides public educational content as part of its services.

To learn more about the advisors currently working at KW Wealth Management 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.

Name	Location	Years of experience
Yee Ki Wan	Sacramento, CA	26

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