K&H Wealth Partners

RIAState Registered
Total AUM
$66.6M
Discretionary
$66.6M
100% of AUM
Avg account
$307K
Accounts
217
Employees
3
Advisory reps
3

Firm details

Headquarters
Northbrook, Illinois
CRD number
329828
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.92%
  • Individuals22.55%
  • Pension & Profit Sharing Plans4.19%
  • Corporations / Businesses0.85%
  • Charitable Organizations0.49%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

K&H Wealth Partners is an independent, privately owned registered investment adviser operating as a corporation. The firm is state-registered in Illinois and Missouri and serves both individual and family clients as well as institutional clients. Its fee arrangements mix percentage-of-AUM billing with fixed fees, and the firm lists financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its advisory services. K&H identifies itself as a capital allocator and maintains an affiliation with an insurance company. The firm does not position itself as an active ESG investor. It relies on third‑party managers when appropriate, which aligns with its explicit activity of selecting other advisers and allocating capital across external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 42%, Private Funds 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds42%
  • Private Funds5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Northbrook, IL

Cook

Location

Northbrook, IL

Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
666 Dundee Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth