KRD WEALTH MANAGEMENT, LLC
CRD #317947 SEC #801-123175 SCHAUMBURG, IL 847-849 5550
SEC Registered
Total AUM
$98.5M
Discretionary
$98.5M
Employees
4
Clients
1
Accounts
292
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2024
- 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 |
|---|---|---|---|---|
| Barinholz, Eugene | I | VICE PRESIDENT | NA | |
| Barinholz, Eugene | I | VICE PRESIDENT | NA | |
| Barinholz, Eugene | I | VICE PRESIDENT | NA | |
| Barinholz, Eugene | I | VICE PRESIDENT | NA | |
| HARLAN, MICHAEL, MYLES | I | TREASURER | NA | |
| HARLAN, MICHAEL, MYLES | I | TREASURER | NA | |
| KUTCHINS, ALLEN, IRA | I | VICE PRESIDENT | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUTCHINS, ALLEN, IRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RADISAVLJEVIC, SRBO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RADISAVLJEVIC, SRBO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RADISAVLJEVIC, SRBO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RADISAVLJEVIC, SRBO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| Segal, Jon, Alan | I | PRESIDENT | NA | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | |
| KRD SERVICE GROUP LLC | DE | OWNER | E | |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
| KRD SERVICE GROUP LLC | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 18, 2024 REGISTERED
Notice Filings (1)
IL
Address
1051 PERIMETER DRIVE9TH FLOOR
SCHAUMBURG, IL 60173
United States
Phone: 847-849 5550