# KB Private Wealth Management Group

KB Private Wealth Management Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309208
- **SEC file number:** 801-118870
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309208

## About

KB PRIVATE WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser in SHERMAN OAKS, CA. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who are the principals at KB Private Wealth Management Group?

No principals are named in public sources. The firm's leadership team and investment professionals are not disclosed.

### What is the AUM of KB Private Wealth Management Group?

The firm does not publicly disclose its assets under management. No independent estimates are available.

### Where is KB Private Wealth Management Group headquartered?

The firm's headquarters location is not publicly listed.

### What is the investment strategy of KB Private Wealth Management Group?

The firm's asset-class mix, stage preferences, and geographic focus are not disclosed. No known direct investments or fund commitments have been reported.

### When was KB Private Wealth Management Group founded?

The founding year is not available from public records.

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Last updated: 2026-07-06T01:24:19.568Z

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