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KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740File 801-123427
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$135.1M
Bottom 25% of cohort (national)
Discretionary AUM
$132.7M
Non-discretionary $2.3M
Clients
69
69 accounts
Employees
2
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 14, 2022
- Principal office
- 17100 W NORTH AVE SUITE 202, BROOKFIELD, WI, 53005
- Phone
- (262) 787-0704
- Website
- HTTP://WWW.KULTWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.1M
- Discretionary AUM
- $132.7M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 68
- Non-discretionary accounts
- 1
- Total accounts
- 69
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $121.5M |
| Individuals (other than high net worth individuals) | 29 | $13.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TAX RETURN PREP FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.