Kdk Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 29, 2026, reports $585M in regulatory assets under management, 8 employees, and 244 accounts.
Assets Under Management
$585M
Employees
8
Offices
--
Total Clients
95
Primary office
HOUSTON, TX
1616 SOUTH VOSS, SUITE 800, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
63
2
Individuals
26.3%
25
3
CORPORATE, FOUNDATION AND PRIVATE FUNDS
7.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$585Mas of April 29, 2026
Discretionary99.3%
$581M
99% of total RAUM99.3%
Non-discretionary0.7%
$4M
1% of total RAUM0.7%
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.
Total AUM$585M
Total Accounts244
10Y AUM Change+$585M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee12:1
10Y Employee Change+7 (+700.0%)
* 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.