KD WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- HAMPTON, New Hampshire
- CRD number
- 309096
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kd Wealth Management LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and families. The firm operates under a fee structure based on a percentage of assets under management. Kd Wealth Management LLC does not engage in capital allocation or serve as a pension consultant, and it does not have affiliations with other advisory firms. The firm is not a multi-state adviser and does not actively pursue ESG investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1KEVIN DELANEY
Chief Operating OfficerCRD 5327959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HAMPTON, NH
ROCKINGHAM
Location
HAMPTON, NH
Headquartered in HAMPTON, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 11 Thornton St
- Time zone
- ET (UTC-5)
- Office locations
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