KWB Wealth is a reputable investment advisory firm based out of Redlands, CA. With a team of 10 dedicated professionals, 9 of whom specialize in providing expert investment advisory services, KWB Wealth has established itself as a trusted partner in managing clients' wealth. Their expertise is evident as they oversee an impressive average of approximately $88,850,000 in assets under management per investment advisor, aligning closely with the industry average.
The firm's compensation structure offers clients a variety of options, including a percentage of assets under management, hourly charges, and fixed fees. KWB Wealth boasts ...
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Assets Under Mgmt
$699.77M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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