KDK PRIVATE WEALTH MANAGEMENT, LLC
Legal name: KDK PRIVATE WEALTH MANAGEMENT
CRD #299583 SEC #801-121062 HOUSTON, TX 713-391-8044
SEC Registered Private Funds
Total AUM
$478.8M
Discretionary
$474.3M
Employees
6
Clients
--
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $478.8M | $474.3M | $4.5M | 6 | 0 |
| Oct 2025 | $478.8M | $474.3M | $4.5M | 6 | 0 |
| Aug 2025 | $478.8M | $474.3M | $4.5M | 6 | 0 |
| Apr 2025 | $478.8M | $474.3M | $4.5M | 6 | 0 |
| Mar 2025 | $478.8M | $474.3M | $4.5M | 5 | 0 |
| Nov 2024 | $359.8M | $355.7M | $4.1M | 5 | 0 |
| May 2024 | $359.8M | $355.7M | $4.1M | 5 | 0 |
| Mar 2024 | $359.8M | $355.7M | $4.1M | 5 | 0 |
| Mar 2024 | $359.8M | $355.7M | $4.1M | 5 | 0 |
| Sep 2023 | $260.9M | $257M | $3.9M | 5 | 0 |
| Apr 2023 | $260.9M | $257M | $3.9M | 4 | 0 |
| Mar 2023 | $260.9M | $257M | $3.9M | 4 | 0 |
| Jan 2023 | $148.6M | $144.7M | $3.9M | 4 | 0 |
| Dec 2022 | $148.6M | $144.7M | $3.9M | 4 | 0 |
| Apr 2022 | $148.6M | $144.7M | $3.9M | 4 | 0 |
| Mar 2022 | $148.6M | $144.7M | $3.9M | 4 | 0 |
| Aug 2021 | $109M | $106M | $3M | 3 | 0 |
| Apr 2021 | $109M | $106M | $3M | 3 | 0 |
| Mar 2021 | $109M | $106M | $3M | 3 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
| Dec 2018 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$478.8M
Discretionary$474.3M
Non-Disc.$4.5M
Employees6
Clients0
DateOct 2025
Total AUM$478.8M
Discretionary$474.3M
Non-Disc.$4.5M
Employees6
Clients0
DateAug 2025
Total AUM$478.8M
Discretionary$474.3M
Non-Disc.$4.5M
Employees6
Clients0
DateApr 2025
Total AUM$478.8M
Discretionary$474.3M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2025
Total AUM$478.8M
Discretionary$474.3M
Non-Disc.$4.5M
Employees5
Clients0
DateNov 2024
Total AUM$359.8M
Discretionary$355.7M
Non-Disc.$4.1M
Employees5
Clients0
DateMay 2024
Total AUM$359.8M
Discretionary$355.7M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2024
Total AUM$359.8M
Discretionary$355.7M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2024
Total AUM$359.8M
Discretionary$355.7M
Non-Disc.$4.1M
Employees5
Clients0
DateSep 2023
Total AUM$260.9M
Discretionary$257M
Non-Disc.$3.9M
Employees5
Clients0
DateApr 2023
Total AUM$260.9M
Discretionary$257M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2023
Total AUM$260.9M
Discretionary$257M
Non-Disc.$3.9M
Employees4
Clients0
DateJan 2023
Total AUM$148.6M
Discretionary$144.7M
Non-Disc.$3.9M
Employees4
Clients0
DateDec 2022
Total AUM$148.6M
Discretionary$144.7M
Non-Disc.$3.9M
Employees4
Clients0
DateApr 2022
Total AUM$148.6M
Discretionary$144.7M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2022
Total AUM$148.6M
Discretionary$144.7M
Non-Disc.$3.9M
Employees4
Clients0
DateAug 2021
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees3
Clients0
DateApr 2021
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees3
Clients0
DateMar 2021
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees3
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0