A complete list of active advisors currently associated with KWB Wealth

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

KWB Wealth provides discretionary asset management and financial planning and consulting to individuals, high net worth clients, trusts, pension and corporate clients, managing roughly $1.23 billion for about 1,935 clients and operating with a team of ten advisors. Services center on individually managed portfolios using stocks, ETFs, mutual funds and other public securities together with ongoing monitoring, rebalancing and periodic planning deliverables. The firm employs a multi‑method investment approach that incorporates fundamental, technical, quantitative, cyclical and qualitative analysis and implements a range of asset‑allocation strategies (strategic, dynamic, tactical and core‑satellite). Portfolios are managed on a discretionary basis with regular reviews and the firm may utilize fixed‑income allocations, margin and, where appropriate, cryptocurrency products as part of its client solutions; client‑imposed security restrictions are generally evaluated case‑by‑case. Noteworthy among peers, KWB Wealth’s brochure discloses active client education and marketing practices that are less common: it participates in product‑sponsor funded educational seminars and uses client testimonials in advertising materials. The firm is dually registered with LPL Financial, recommends custody at LPL, and discloses the third‑party services and benefits it receives from that relationship as part of its conflict‑of‑interest disclosures.

To learn more about the advisors currently working at KWB Wealth, 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.