KD Wealth Management LLC
Firm details
- Headquarters
- Seabrook, New Hampshire
- CRD number
- 309096
- Fee structure
- Percentage of AUM
- Client types
- HNWI75%
- Individuals25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KD Wealth Management LLC is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management primarily for individuals and families, as well as small-business clients. The firm charges fees based on a percentage of assets under management and lists financial planning and portfolio management as its core advisory activities. KD Wealth does not position itself as a capital allocator and does not identify as an ESG-focused manager.
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
Seabrook, NH
Rockingham
Location
Seabrook, NH
Headquartered in Seabrook, 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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