LP Profile

KWB Wealth

Also known as kwb wealth

Wealth ManagerUnited StatesFounded 1996
$700M
Assets Under Management
United States
Headquarters
Investment Focus

About KWB Wealth

KWB Wealth | Redlands, CA: The big picture of your life just got brighter. Regardless of what you’ve been told, your finances aren’t black and white.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to KWB Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
3,280
Filing Date
May 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to KWB Wealth 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 KWB Wealth?

KWB Wealth is a wealth manager based in United States, managing approximately $700M in assets.

Where is KWB Wealth headquartered?

KWB Wealth is headquartered in United States.

How much does KWB Wealth manage?

KWB Wealth manages approximately $700M in assets under management.

When was KWB Wealth founded?

KWB Wealth was founded in 1996.

How can I contact KWB Wealth?

Verified contact details, key decision-makers, and investment preferences for KWB Wealth are available on LPbacked. Create a free account to access them.