KDK PRIVATE WEALTH MANAGEMENT

Legal name: KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD 299583File 801-121062

APPROVED

Retail clients

Custody

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$584.6M

Above cohort median (national)

Discretionary AUM

$580.7M

Non-discretionary $4.0M

Clients

244 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 24, 2021
Principal office: 1616 SOUTH VOSS, SUITE 800, HOUSTON, TX, 77057
Phone: 713-391-8044
Website: https://www.linkedin.com/company/kdk-private-wealth-management

Assets & accounts

ADV Item 5F

Total regulatory AUM: $584.6M
Discretionary AUM: $580.7M
Non-discretionary AUM: $4.0M
Discretionary accounts: 229
Non-discretionary accounts: 15
Total accounts: 244
AUM per client: $6.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	63	$574.7M
Individuals (other than high net worth individuals)	25	$7.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	95	88
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.