Kult Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$135,083,000
Clients
69
58% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$1,957,725
About
Kult Wealth Management Group provides personalized wealth management primarily to individual and high‑net‑worth clients, offering investment management along with income tax and cash‑flow planning for clients who draw from their portfolios. The firm manages approximately $135 million for 69 clients and, in limited situations, performs tax return preparation for certain advisory clients.
The firm applies a strategic asset allocation process tailored to each client’s goals, timeline, tax situation, and risk tolerance, implementing allocations with a mix of passively‑managed ETFs and actively‑managed mutual funds and maintaining global diversification. Portfolios are generally rebalanced periodically with tax implications considered, and the majority of client assets are managed on a discretionary basis, though individual securities may be used when appropriate.
Noteworthy features include a $1,000,000 account minimum (subject to discretionary waivers) combined with a fee‑only percentage‑of‑AUM model and the availability of limited tax return preparation—an uncommon combination among peers. Operationally, the firm is a small advisory practice led by a principal with both accounting and financial‑planning credentials, uses Charles Schwab as its custodian, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Portfolio management
Income tax return preparation
Expertise
Income planning
Fee options
$0 - $5,000,000: 0.73% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000 Fee-only: Fee-only investment management firm, no commissions or referral fees accepted.
Main office location
Kult Wealth Management Group, LLC
17100 W North Ave Suite 202
Brookfield WI 53005, United States
Number of offices
1
Most active in
Kult Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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.
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