KDM WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- GENEVA, Illinois
- CRD number
- 152002
- Registered since
- April 22, 2025
- Website
- www.kdmwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.36%
- Individuals33.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
KDM Wealth Management Inc. is an independent, corporation-structured registered investment adviser that positions itself as a fee-based wealth manager for individuals and families. The firm is SEC-registered (2025) and owned by an individual principal. Its stated advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. KDM charges clients on a percentage-of-assets-under-management basis and does not identify itself as a capital allocator or an ESG-active manager.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents5%
Contacts
3 of 3David Schlesselman
Financial AdvisorCRD 6785404
JEFFREY MARTIN
PresidentCRD 5040957
Maxwell Martin
Associate AdvisorCRD 7793484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GENEVA, IL
KANE
Location
GENEVA, IL
Headquartered in GENEVA, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- KANE
- Address
- 321 Stevens St
- Time zone
- CT (UTC-6)
- Office locations
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