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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 5 25.00%
of those in investment advisory functions 4 33.33%
Registration Texas, Termination Requested, 03/27/2025
Other registrations (2)
Former registrations

KDK PRIVATE WEALTH MANAGEMENT, LLC

AUM* 478,826,455 83.50%
of that, discretionary 474,339,865 84.54%
Private Fund GAV* 28,159,432 14.39%
Avg Account Size 2,302,050 61.44%
% High Net Worth 64.29% 3.16%
SMA’s Yes
Private Funds 4 3
Contact Info 713 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
257M 220M 184M 147M 110M 73M 37M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$
Fund TypeReal Estate Fund Count1 GAV$12,555,880
Fund TypeOther Private Fund Count2 GAV$15,603,552

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Brochure Summary