KWB WEALTH
CRD #300921 SEC #801-118740 REDLANDS, CA 909-307-8220
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
12
Clients
--
Accounts
3,191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.2B | $0 | 12 | 94 |
| Oct 2025 | $1.2B | $1.2B | $0 | 11 | 94 |
| Jul 2025 | $1B | $1B | $0 | 11 | 94 |
| Jul 2025 | $1B | $1B | $0 | 11 | 94 |
| Jul 2025 | $1B | $1B | $0 | 11 | 94 |
| Jun 2025 | $1B | $1B | $0 | 10 | 94 |
| Apr 2025 | $1B | $1B | $0 | 10 | 94 |
| Feb 2025 | $1B | $1B | $0 | 10 | 94 |
| Feb 2025 | $1B | $1B | $0 | 10 | 94 |
| Jan 2025 | $853.9M | $853.9M | $0 | 10 | 4 |
| Jul 2024 | $853.9M | $853.9M | $0 | 9 | 4 |
| Feb 2024 | $853.9M | $853.9M | $0 | 9 | 4 |
| Oct 2023 | $699.8M | $699.8M | $0 | 9 | 0 |
| Sep 2023 | $699.8M | $699.8M | $0 | 9 | 0 |
| Jul 2023 | $699.8M | $699.8M | $0 | 10 | 0 |
| May 2023 | $699.8M | $699.8M | $0 | 10 | 0 |
| Apr 2023 | $699.8M | $699.8M | $0 | 10 | 0 |
| Jan 2023 | $699.8M | $699.8M | $0 | 10 | 0 |
| Dec 2022 | $775.5M | $775.5M | $0 | 12 | 0 |
| Dec 2022 | $775.5M | $775.5M | $0 | 12 | 0 |
| Feb 2022 | $775.5M | $775.5M | $0 | 12 | 0 |
| Aug 2021 | $634.5M | $634.5M | $0 | 10 | 0 |
| Jun 2021 | $634.5M | $634.5M | $0 | 10 | 0 |
| Feb 2021 | $634.5M | $634.5M | $0 | 10 | 0 |
| Aug 2020 | $546.4M | $546.4M | $0 | 9 | 0 |
| Aug 2020 | $546.4M | $546.4M | $0 | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
| May 2020 | $0 | $0 | $0 | 9 | 0 |
| Apr 2020 | $0 | $0 | $0 | 9 | 0 |
| May 2019 | $0 | $0 | $0 | 9 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients94
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients94
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients94
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients94
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients94
DateJun 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients94
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients94
DateFeb 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients94
DateFeb 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients94
DateJan 2025
Total AUM$853.9M
Discretionary$853.9M
Non-Disc.$0
Employees10
Clients4
DateJul 2024
Total AUM$853.9M
Discretionary$853.9M
Non-Disc.$0
Employees9
Clients4
DateFeb 2024
Total AUM$853.9M
Discretionary$853.9M
Non-Disc.$0
Employees9
Clients4
DateOct 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees12
Clients0
DateDec 2022
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$546.4M
Discretionary$546.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$546.4M
Discretionary$546.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0