KB Private Wealth Management Group

Overview

KB Private Wealth Management Group is a California-based LLC that provides fee-for-service portfolio management for individuals and small businesses. The firm is owned by an individual and positions itself as a boutique advisor focused on personal and family clients, charging a percentage of assets under management. Its registered business activities include accounting, and it maintains industry affiliations as an accountant and real estate broker, suggesting a blend of financial planning, tax-aware investing, and real estate experience in its advisory offering. The adviser is newly formed.

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Public Holdings

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Location & Offices