RIA Intelligence

Directory Rankings Auditors Prime Brokers Custodians

Home
/ Directory
/ KWB WEALTH
/ People

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

Overview AUM History People Fees

No personnel data available for this firm

Browse

Directory
AUM Rankings
Growth Rankings
Employee Rankings

Service Providers

Auditors
Prime Brokers
Custodians
Administrators

Data

Search

About

SEC IAPD

Data sourced from SEC Form ADV filings via the Investment Adviser Public Disclosure (IAPD) system. This information is provided as-is and may not reflect the most current filing. Always verify with the SEC or the adviser directly before making investment decisions.

© 2026 RIA Intelligence. All rights reserved.