BROOKFIELD, WICRD 126740Latest ADV February 4, 2026
Kult Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated February 4, 2026, reports $135M in regulatory assets under management, 2 employees, and 69 accounts.
Assets Under Management
$135M
Employees
2
Offices
--
Total Clients
69
Primary office
BROOKFIELD, WI
17100 W NORTH AVE SUITE 202, BROOKFIELD, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.0% of total clients.
Top client categories% of clientsClients
1
HNWI
58.0%
40
2
Individuals
42.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 4, 2026
Discretionary98.3%
$133M
98% of total RAUM98.3%
Non-discretionary1.7%
$2M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$135M
Total Accounts69
10Y AUM Change+$34M (+33.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.