# 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.

- CRD: 168727
- Filed as: KUHN WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168727
- AdvisorCensus page: https://advisorcensus.com/firm/kuhn-wealth-management-inc-schaumburg-il-168727

## Quick answers

**How 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

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

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

- Asset-based fee: 1% of assets a year

> 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

> 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 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: $150,822,928
- Discretionary: $150,822,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 233 | $54,573,345 |
| High net worth individuals | 43 | $96,249,583 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kuhnwealth.com
- LinkedIn @kuhn-wealth-management

## Changes in the filing (last 12 months)

### October 2026
- Moved from state registration to SEC registration.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kuhn Wealth Management Inc. (CRD 168727): Form ADV filing data as of October 2026.