KDM WEALTH MANAGEMENT INC.
CRD #152002 SEC #801-132456 GENEVA, IL (630) 232-9097
SEC Registered
Total AUM
$101.1M
Discretionary
$101.1M
Employees
5
Clients
26
Accounts
507
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, JEFFREY, FULLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, JEFFREY, FULLER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, JEFFREY, FULLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (2)
IL TX
Address
321 STEVENS STREETSUITE R
GENEVA, IL 60134
United States
Phone: (630) 232-9097