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KW WEALTH MANAGEMENT LLC Info

KW WEALTH MANAGEMENT LLC info

KW WEALTH MANAGEMENT LLC (SEC CIK 2078696) first filed with the SEC on 2025-10-17 (Form 13F-HR) and has filed 3 times since, including 3 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 2931 LAND PARK DR, SACRAMENTO, CA, 95818.

  • Name: Value KW WEALTH MANAGEMENT LLC.
  • SEC CIK: Value 2078696.
  • State of organization: Value CA.
  • Business address: Value 2931 LAND PARK DR, SACRAMENTO, CA, 95818.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameKW WEALTH MANAGEMENT LLC
SEC CIK2078696
State of organizationCA
Business address2931 LAND PARK DR, SACRAMENTO, CA, 95818
Mailing address2931 LAND PARK DR, SACRAMENTO, CA, 95818
Phone(530) 488-8988
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2025-10-17 (Form 13F-HR)
Latest SEC filing2026-04-22 (Form 13F-HR)
Filings on EDGAR3
First Form 13F-HR2025-10-17 (quarter ended 2025-09-30)
Latest Form 13F-HR2026-04-22 (quarter ended 2026-03-31)
Form 13F-HR filings3

Filings by Form

FormFilingsLatest
13F-HR32026-04-22

Filings by Year

YearFilingsForm 13F-HR
202622
202511

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