← Directory
KWB WEALTH
CRD 300921File 801-118740
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
1,971
3,280 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 2020
- Principal office
- 1782 ORANGE TREE LANE, REDLANDS, CA, 92374
- Phone
- 909-307-8220
- Website
- http://www.kwbwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,280
- Non-discretionary accounts
- 0
- Total accounts
- 3,280
- AUM per client
- $626K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $14.0M |
| Charitable organizations | Fewer than 5 | $2.7M |
| High net worth individuals | 880 | $987.7M |
| Pension and profit sharing plans | 18 | $19.6M |
| Individuals (other than high net worth individuals) | 1,055 | $210.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- 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
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 10 | decreased by2 |
| Mar 1, 2026 | Clients | 1,933 | 1,971 | increased by38 |
| Mar 1, 2026 | AUM | $1,183,311,819 | $1,234,634,396 | increased by$51,322,577 |
| Mar 1, 2026 | Accounts | 3,191 | 3,280 | increased by89 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 12 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,845 | 1,933 | increased by88 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,007,038,888 | $1,183,311,819 | increased by$176,272,931 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,966 | 3,191 | increased by225 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 10 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,499 | 1,845 | increased by346 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $775,495,218 | $1,007,038,888 | increased by$231,543,670 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,187 | 2,966 | increased by779 |
| Mar 1, 2022 | Employees | 10 | 12 | increased by2 |
| Mar 1, 2022 | Clients | 996 | 1,499 | increased by503 |
| Mar 1, 2022 | AUM | $634,485,317 | $775,495,218 | increased by$141,009,901 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KWB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KWB WEALTH” 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.