{
  "crd_number": 152002,
  "slug": "kdm-wealth-management-inc-geneva-il-152002",
  "primary_business_name": "KDM WEALTH MANAGEMENT INC.",
  "legal_name": "KDM WEALTH MANAGEMENT INC.",
  "dbas": [],
  "city": "Geneva",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-22",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 112237716.0,
  "raum_discretionary": 112237716.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 37758569.0,
      "count": 112
    },
    "high_net_worth_individuals": {
      "raum": 74479147.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "TX"
  ],
  "websites": [
    "https://kdmwealth.com",
    "https://linkedin.com/company/kdm-wealth-management",
    "https://twitter.com/KDMINVESTMENTS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152002",
  "city_as_filed": "GENEVA",
  "url": "https://advisorcensus.com/firm/kdm-wealth-management-inc-geneva-il-152002",
  "display_name": "KDM Wealth Management Inc.",
  "summary": "KDM Wealth Management Inc. is an SEC-registered investment advisory firm in Geneva, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. KDM Wealth Management Inc. (CRD 152002): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is KDM Wealth Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), KDM Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does KDM Wealth Management Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Flat fee: $500 (setup). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is KDM Wealth Management Inc. located?",
      "a": "KDM Wealth Management Inc.'s principal office is in Geneva, IL, according to its Form ADV."
    },
    {
      "q": "Is KDM Wealth Management Inc. registered with the SEC or a state?",
      "a": "KDM Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 152002."
    },
    {
      "q": "How much does KDM Wealth Management Inc. manage?",
      "a": "KDM Wealth Management Inc. reports $112,237,716 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have KDM Wealth Management Inc.'s assets and staff changed since 2025?",
      "a": "In the Form ADV data for KDM Wealth Management Inc.: Regulatory assets under management: $101,082,190 in the October 2025 data and $112,237,716 in the October 2026 data, up 11%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does KDM Wealth Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (37)."
    },
    {
      "q": "Which custodians does KDM Wealth Management Inc. use?",
      "a": "KDM Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does KDM Wealth Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152002"
    },
    {
      "q": "Does KDM Wealth Management Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 says: \"KDM generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in KDM Wealth Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $101,082,190 to $112,237,716 (+11%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 101082190.0,
      "total_employees": 5,
      "filing_date": "2025-04-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 112237716.0,
      "total_employees": 6,
      "filing_date": "2026-08-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $101,082,190 to $112,237,716 (+11%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 (setup)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "KDM generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 (setup)"
        ],
        "quotes": [
          "Guideline’s fee is $500 one-time for setup and $8/active employee/month. This fee is automatically deducted by Guideline at the beginning of each month."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "setup"
        }
      ]
    },
    "quotes": [
      "KDM generally does not impose a minimum relationship size.",
      "Guideline’s fee is $500 one-time for setup and $8/active employee/month. This fee is automatically deducted by Guideline at the beginning of each month."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kdm-wealth-management-inc-geneva-il-152002.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 112,
      "fewer_than_5": false,
      "raum": 37758569.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 74479147.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152002",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}