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Lisa A. Bubb

KWB WEALTH·REDLANDS, California
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1782 ORANGE TREE LANE, REDLANDS, CA 92374CRD# 7866228Firm CRD# 300921
01

About

Lisa A. Bubb is a registered financial advisor based in REDLANDS, California, affiliated with KWB WEALTH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KWB WEALTH
KWB WEALTH
AUM
$854M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at KWB WEALTH →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7866228
Firm CRD# 300921
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa A. Bubb offer?
Lisa A. Bubb specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDLANDS, California for a consultation.
What are Lisa A. Bubb's credentials?
Lisa A. Bubb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa A. Bubb located?
Lisa A. Bubb is based in REDLANDS, California, working with KWB WEALTH. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.
How does Lisa A. Bubb charge for services?
Lisa A. Bubb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KWB WEALTH?
KWB WEALTH has approximately 9 employees and manages $854M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDLANDS
James Ansley Heine — INVESTMENT COUNSELORS OF REDLANDS LLCJames L Cobb — INVESTMENT COUNSELORS OF REDLANDS LLCHenk Juergen Fischer — DILIGENT INVESTORS, LLCJames Allen Wilson — DILIGENT INVESTORS, LLCDoyal Nichols Brown — DILIGENT INVESTORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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