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Kom Wealth Management Group
KOM Wealth Management Group, LLC is an SEC-registered investment adviser in Appleton, WI, registered since 2007. The firm manages $408 million in assets,...
Overview
KOM Wealth Management Group, LLC is an SEC-registered investment adviser in Appleton, WI, registered since 2007. The firm manages $408 million in assets, with $405 million on a discretionary basis. It has 7 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Where is Kom Wealth Management Group based?
Kom Wealth Management Group is headquartered in New York, New York, United States. It does not publicly list additional office locations.
How can I verify Kom Wealth Management Group's registration and regulatory filings?
The firm's registration and disclosure documents are accessible via the SEC's Investment Adviser Public Disclosure (IAPD) website. Its Form ADV provides details on advisory fees, disciplinary history, and business structure.
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