# Kedzior Wealth Management LLC

> Kedzior Wealth Management LLC is a state-registered investment advisory firm in Independence, OH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 289293
- Filed as: KEDZIOR WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Independence, OH
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289293
- AdvisorCensus page: https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293

## Quick answers

**How is Kedzior Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kedzior Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Kedzior Wealth Management LLC located?**
Kedzior Wealth Management LLC's principal office is in Independence, OH, according to its Form ADV.

**Is Kedzior Wealth Management LLC registered with the SEC or a state?**
Kedzior Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289293.

**How much does Kedzior Wealth Management LLC manage?**
Kedzior Wealth Management LLC reports $84,956,622 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Kedzior Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (34); charitable organizations (3).

**Does Kedzior 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/289293

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,956,622
- Discretionary: $84,956,622
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $25,200,556 |
| High net worth individuals | 34 | $52,265,225 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $7,490,841 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @JOSIAH-KEDZIOR-9731A615

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kedzior Wealth Management LLC (CRD 289293): Form ADV filing data as of October 2026.