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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 Oct 1, 2026
Regulatory AUM
$584.6M
Above cohort median (national)
Discretionary AUM
$580.7M
Non-discretionary $4.0M
Clients
88
244 accounts
Employees
7
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.kdkpwm.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 95 | 88 | decreased by7 |
| Aug 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Clients | 84 | 95 | increased by11 |
| Apr 1, 2026 | AUM | $478,826,455 | $584,638,790 | increased by$105,812,335 |
| Apr 1, 2026 | Accounts | 208 | 244 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 56 | 84 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $148,576,260 | $478,826,455 | increased by$330,250,195 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 154 | 208 | increased by54 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 41 | 56 | increased by15 |
| Apr 1, 2022 | AUM | $109,005,259 | $148,576,260 | increased by$39,571,001 |
| Apr 1, 2022 | Accounts | 94 | 154 | increased by60 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KDK PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KDK PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.