AdvisorCensus / Financial advisors / Illinois / Chicago / Kuhn Wealth Management Inc.
Kuhn Wealth Management Inc. is an SEC-registered investment advisory firm in Schaumburg, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is Kuhn Wealth Management Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Kuhn Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Kuhn Wealth Management Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated June 30, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Kuhn Wealth Management Inc. located?
Kuhn Wealth Management Inc.'s principal office is in Schaumburg, IL, according to its Form ADV.
Is Kuhn Wealth Management Inc. registered with the SEC or a state?
Kuhn Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 168727.
How much does Kuhn Wealth Management Inc. manage?
Kuhn Wealth Management Inc. reports $150,822,928 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).
What types of clients does Kuhn Wealth Management Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (233); high net worth individuals (43).
Which custodians does Kuhn Wealth Management Inc. use?
Kuhn 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 Kuhn 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/168727
Does Kuhn Wealth Management Inc. state an account minimum?
Its Form ADV Part 2A brochure dated June 30, 2026 says: "KWM generally provides advisory services to individuals and high net worth individuals. We do not impose a minimum account size."
What changed in Kuhn Wealth Management Inc.'s recent Form ADV filings?
In the October 2026 filing data: Moved from state registration to SEC registration. Registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
KWM’s fee for advisory accounts (“Advisory Fee”) is typically 1.0% of assets under management. The fees charged by KWM are negotiable.
Account minimum: None
The brochure's wording
KWM generally provides advisory services to individuals and high net worth individuals. We do not impose a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated June 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$150,822,928 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Moved from state registration to SEC registration.
- Registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kuhn Wealth Management Inc. (CRD 168727): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kuhn-wealth-management-inc-schaumburg-il-168727