K
KD Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,000,000
Total clients
30
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$333,333
About
KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth individuals, and businesses. The firm develops client-specific investment policies and delivers ongoing portfolio supervision alongside written financial plans and a comprehensive planning service.
The firm primarily follows a passive investment approach, building portfolios from index mutual funds and ETFs to capture asset-class returns with low turnover and an emphasis on tax efficiency, while using fundamental analysis as its primary method when conducting investment analysis. KDWM also facilitates the use of third‑party managers and TAMPs, assisting clients with manager selection, allocation modeling, and periodic reviews.
A distinctive operational feature is that KDWM participates as a sponsor in a wrap fee program for its direct portfolio management, a structure that is uncommon among independent advisers. Founded in 2020, the firm reported roughly $4.5 million in assets and 20 clients as of March 31, 2022, and maintains custodial relationships through Charles Schwab while generally not aggregating block trades.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Fee options
$2,400 to $3,600 depending on complexity and needs
$0 - $250,000: 1% $250,001 - $500,000: 0.9% $500,001+: 0.8%
$200 to $700 per month depending on complexity and needs
Main office location
KD Wealth Management LLC
11 Thornton St
Hampton NH 03842, United States
Number of offices
1
Most active in
KD Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · New Hampshire
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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