{{ Info.Overview }}
Adviser Profile
| As of Date | 04/25/2025 |
| Registration status | Registration Changed to KDM WEALTH MANAGEMENT INC. |
| ADV Location | GENEVA, IL, United States |
| Contact Info | (63 xxxxxxx |
| Websites |
| AUM* | 101,082,190 15% |
| of that, discretionary | 101,082,190 15% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,373 3% |
| % High Net Worth | 23.49% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds