# KD Wealth Management

KD Wealth Management is a Bank / Wealth / Trust based in Olathe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Olathe, United States
- **Region:** North America
- **Address:** Olathe, KS, United States
- **Founded:** 2022
- **Assets under management:** Sub-$100M (Altss estimate)
- **Website:** kdwealthadvisors.com

## Regulatory record

- **Reports private funds:** No

## About

KD Wealth Management was founded in 2022 and operates as a registered investment advisor based in Olathe, Kansas. The firm delivers financial planning, retirement planning, tax strategy, and investment advisory services to high-net-worth individuals. It sits within the growing segment of smaller, Main Street RIAs that charge fees directly to clients rather than collecting commissions on product sales. The firm's service model weaves together three threads: retirement income planning, tax-aware portfolio construction, and broader wealth management for affluent households. As an RIA, KD Wealth Management owes a fiduciary duty to its clients, meaning it must place client interests ahead of its own on every recommendation. Its geographic footprint concentrates on the Kansas City metropolitan area, where Olathe anchors the southwestern suburban corridor. The firm's scale is consistent with a newer local advisory practice. Altss estimates that KD Wealth Management oversees sub-$100 million in regulatory assets, a projection based on its 2022 founding date and single-location footprint in a suburban market. KD Wealth Management's structural posture is the fee-only RIA. Unlike wirehouse brokers or bank wealth divisions that can face pressure to push proprietary products, the RIA model ties compensation directly to advisory fees — a governance feature that aligns the firm's incentives with client outcomes.

## Sectors

- Wealth Management

## Related profiles

- [KBC Insurance](https://altss.com/profile/kbc-insurance)
- [Kedzior Wealth Management](https://altss.com/profile/kedzior-wealth-management-kwml)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/kd-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology