KB Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,300,000
Total clients
9
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$1,366,667
About
KB Wealth Management serves individual and high‑net‑worth clients as well as corporations and other business entities, providing tailored financial planning, ongoing portfolio management, and retirement plan consulting. Services include written financial plans and implementation of investment strategies for both personal accounts and qualified retirement plans.
The firm constructs portfolios using asset allocation, fundamental analysis, and modern portfolio theory, with ongoing monitoring and rebalancing guided by each client’s goals and investment policy parameters. Investment management is delivered primarily on a non‑discretionary basis, with the firm contacting clients for authorization before executing trades.
KB Wealth Management’s focus on retirement plan and pension consulting — including ERISA 3(21) fiduciary services, model portfolios for participants, plan benchmarking, investment policy statement development, and participant education — is atypical for firms of its type. The firm manages approximately $12.3 million in client assets across a small client base, occasionally recommends subadvisors, and uses Charles Schwab as custodian.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
Maximum annual management fee of 2.00%, negotiable based on account size, billed quarterly in advance
Main office location
KB Wealth Management, LLC
7 West Square Lake Rd.
Bloomfield Hills MI 48302, United States
Number of offices
1
Most active in
KB Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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