# KMB Wealth Management

KMB Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kevin-boyd-cima%c2%ae-a666bb1a

## Regulatory record

- **CRD number:** 309053
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309053

## About

KMB Wealth Management, LLC is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What is KMB Wealth Management's investment strategy?

No investment strategy has been disclosed in public filings, the trade press, or any accessible firm-produced materials. Without a website, form ADV, or media presence, the firm's asset-class preferences, stage coverage, and geographic focus remain unknown to external parties.

### Who runs investment decisions at KMB Wealth Management?

No individual has been publicly identified as leading investment decisions at KMB Wealth Management. The firm has not named a founder, chief investment officer, or any investment team member in regulatory records, press releases, or professional network platforms.

### Does KMB Wealth Management disclose its assets under management?

KMB Wealth Management does not publicly disclose its assets under management. No AUM figure has appeared in marketing materials, regulatory databases, or news reports, and the firm has not volunteered a number to any of the major data aggregators.

### What is known about KMB Wealth Management's track record or portfolio holdings?

Nothing is known about the firm's track record or portfolio. No underlying investments — public or private — have been attributed to KMB Wealth Management in securities filings, press coverage, or deal announcements, leaving its performance and holdings fully opaque.

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Last updated: 2026-06-03T20:00:00.000Z

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