# KD Wealth Management LLC

> KD Wealth Management LLC is a state-registered investment advisory firm in Hampton, NH, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2025.

- CRD: 309096
- Filed as: KD WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hampton, NH
- Filing period: October 2026
- Form ADV filing dated: June 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309096
- AdvisorCensus page: https://advisorcensus.com/firm/kd-wealth-management-llc-hampton-nh-309096

## Quick answers

**How is KD Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KD Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is KD Wealth Management LLC located?**
KD Wealth Management LLC's principal office is in Hampton, NH, according to its Form ADV.

**Is KD Wealth Management LLC registered with the SEC or a state?**
KD Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 309096.

**How much does KD Wealth Management LLC manage?**
KD Wealth Management LLC reports $10,000,000 in regulatory assets under management in its Form ADV filing dated June 30, 2025 (100% discretionary).

**What types of clients does KD Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (15).

**Does KD Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309096

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,000,000
- Discretionary: $10,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,000,000 |
| High net worth individuals | 15 | $8,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KD Wealth Management LLC (CRD 309096): Form ADV filing data as of October 2026.