# KDM Wealth Management Inc.

> 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.

- CRD: 152002
- Filed as: KDM WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva, IL
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152002
- AdvisorCensus page: https://advisorcensus.com/firm/kdm-wealth-management-inc-geneva-il-152002

## Quick answers

**How is KDM Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), KDM Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does KDM Wealth Management Inc. charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Flat fee: $500 (setup); Subscription: $8 a month (active employee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is KDM Wealth Management Inc. located?**
KDM Wealth Management Inc.'s principal office is in Geneva, IL, according to its Form ADV.

**Is KDM Wealth Management Inc. registered with the SEC or a state?**
KDM Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 152002.

**How much does KDM Wealth Management Inc. manage?**
KDM Wealth Management Inc. reports $112,237,716 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have KDM Wealth Management Inc.'s assets and staff changed since 2025?**
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.

**What types of clients does KDM Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (37).

**Which custodians does KDM Wealth Management Inc. use?**
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.

**Does KDM Wealth Management Inc. report any disciplinary disclosures?**
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

**Does KDM Wealth Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "KDM generally does not impose a minimum relationship size."

**What changed in KDM Wealth Management Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Account minimum: None

> KDM generally does not impose a minimum relationship size.

- Flat fee: $500 (setup)

> 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.

- Subscription: $8 a month (active employee)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $112,237,716
- Discretionary: $112,237,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $37,758,569 |
| High net worth individuals | 37 | $74,479,147 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kdmwealth.com
- LinkedIn @kdm-wealth-management
- X @KDMINVESTMENTS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $101,082,190 | 5 | April 11, 2025 |
| October 2026 | $112,237,716 | 6 | August 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $101,082,190 to $112,237,716 (+11%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KDM Wealth Management Inc. (CRD 152002): Form ADV filing data as of October 2026.