KDWALLSTREET INVESTMENT ADVISOR LLC

Overview

Kdwallstreet Investment Advisor LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator, advising directly on asset selection and also selecting third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the publication of periodic client communications. Kdwallstreet also operates with broker and accounting activities, which aligns with its use of insurance products and annuities as part of client solutions. The firm charges clients through a combination of percentage-of-AUM fees, hourly fees, and fixed fees, allowing flexibility for smaller or planning-focused engagements as well as ongoing asset management relationships. Kdwallstreet is not positioned as an ESG investor and does not identify as a multi-state adviser in its current profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices