# KB Wealth Management

KB Wealth Management is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 304447
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304447

## About

KB WEALTH MANAGEMENT, LLC is a state-registered investment adviser in BLOOMFIELD HILLS, MI. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Family Office Services
- Wealth Planning

## Questions

### What services does KB Wealth Management offer?

KB Wealth Management offers comprehensive wealth management services, including financial planning, investment management, estate planning, and tax strategy. As an RIA, it provides these services under a fiduciary duty to its clients.

### Is KB Wealth Management registered as a fiduciary?

Yes, KB Wealth Management is registered as an RIA, which imposes a fiduciary standard requiring the firm to act in its clients' best interests at all times. This is a higher legal standard than that applied to broker-dealers.

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- [Colloquium Asset Management](https://altss.com/profile/colloquium-asset-management-inc)
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Last updated: 2026-07-06T01:24:19.568Z

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