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KWB WEALTH
KWB WEALTH
REDLANDS, California
·
8 registered advisors
·
CRD# 300921
SEC# 801-118740
1
909-307-8220
01
Firm Overview
AUM
$854M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KWB WEALTH
8 registered advisors
Diana Lynn Sailler
REDLANDS, California
CRD# 4293292
Emily Katherine Tejeda
REDLANDS, California
CRD# 2549782
Kerrick Walter Bubb
REDLANDS, California
CRD# 1727374
Lisa A. Bubb
REDLANDS, California
CRD# 7866228
Michael Nabil Razzouk
REDLANDS, California
CRD# 5237071
Quentin Kerrick Bubb
REDLANDS, California
CRD# 6414762
Rachel Alisa Bubb
REDLANDS, California
CRD# 6989425
Steven Daniel Gormley
REDLANDS, California
CRD# 5009927
05
Office Locations
REDLANDS, California
8 advisors
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Data sourced from SEC Form ADV filings. KWB WEALTH (CRD# 300921) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.