Kdm Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Geneva, IL. Its latest Form ADV filing, dated April 30, 2026, reports $112M in regulatory assets under management, 6 employees, and 538 accounts.
Assets Under Management
$112M
Employees
6
Offices
--
Total Clients
149
Primary office
GENEVA, IL
321 STEVENS STREET, SUITE R, GENEVA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
112
2
HNWI
24.8%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of April 30, 2026
Discretionary100.0%
$112M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$112M
Total Accounts538
10Y AUM Change+$11M (+11.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+1 (+20.0%)
* 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.