Investment adviser · CRD 317947
KRD WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SCHAUMBURG, IL, United States · Form ADV filed Mar 18, 2024
- Regulatory AUM
- $98.5M Form ADV · Item 5.F
- Client accounts
- 292 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $78,957,936 | 80.1% |
| Individuals | 46 | $10,567,666 | 10.7% |
| Retirement plans | 7 | $8,474,574 | 8.6% |
| Charities | Fewer than 5 | $277,151 | 0.3% |
| Corporations & businesses | Fewer than 5 | $255,065 | 0.3% |
Filing source
Form ADV 1832701 · Mar 18, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1051 PERIMETER DRIVE, 9TH FLOORSCHAUMBURG, IL, 60173, United States
CRD 317947
Filing source
Form ADV 1832701 · Mar 18, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.