LP Profile

KDK Private Wealth Management

Also known as KDK, KDK PWM

Wealth ManagerHouston, United StatesFounded 2019
$360M
Assets Under Management
Houston
Headquarters
Investment Focus

About KDK Private Wealth Management

KDK Private Wealth Management is a wealth management firm based in Houston, Texas. Established in 2019, the firm offers private wealth management, consulting, and investment advice to its clients. The investments of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

Real Estate - GeneralReal Estate Opportunistic

Preferred Sectors & Themes

Financial ServicesMedia and Entertainment

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to KDK Private Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$584.6M
Total Clients
244
Filing Date
April 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to KDK Private Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is KDK Private Wealth Management?

KDK Private Wealth Management is a wealth manager based in Houston, United States, managing approximately $360M in assets.

Where is KDK Private Wealth Management headquartered?

KDK Private Wealth Management is headquartered in Houston, United States.

How much does KDK Private Wealth Management manage?

KDK Private Wealth Management manages approximately $360M in assets under management.

When was KDK Private Wealth Management founded?

KDK Private Wealth Management was founded in 2019.

What does KDK Private Wealth Management invest in?

KDK Private Wealth Management focuses on Real Estate - General, Real Estate Opportunistic, Financial Services, Media and Entertainment.

How can I contact KDK Private Wealth Management?

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