# KRD Wealth Management

KRD Wealth Management is a Bank / Wealth / Trust based in Schaumburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Schaumburg, United States
- **Region:** North America
- **Address:** Schaumburg, IL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** krd-wealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/thekrd

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2021, KRD Wealth Management is a registered investment adviser based in Schaumburg, Illinois. The firm was established to provide investment advisory services to individuals, retirement plans, trusts, and business entities. Its launch coincided with a period of elevated movement among retail advisers leaving wirehouses, though KRD's specific lineage or predecessor firm is not publicly documented. The firm's stated services cover financial planning, retirement planning, and discretionary investment management. Its regulatory filings list a client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. KRD operates on a fee-based model, charging asset-based fees for portfolio management in addition to fixed fees for standalone financial plans. Public records do not name specific holdings, allocations, or external managers. KRD Wealth Management is headquartered in Schaumburg, a northwest Chicago suburb that serves as a hub for regional financial services firms. No additional office locations are disclosed. The firm's team size, leadership roster, and assets under management are not publicly reported. KRD does not maintain an active public LinkedIn presence under that name, and its website offers limited detail on team biographies or operational history. KRD's structural profile — a fee-only RIA launched post-2020 in a competitive suburban market — places it among thousands of small advisory practices catering to mass-affluent and retirement-plan clients. The firm has not publicly signaled succession planning, partnership structures, or affiliations with aggregator platforms, which leaves its long-term operating model unconfirmed in the public record. In a landscape where consolidation is accelerating, the independent posture is itself the differentiator, though the absence of disclosed scale or specialization limits further characterization.

## Questions

### How does KRD Wealth Management charge for its services?

KRD Wealth Management charges fees on a fee-only basis, the standard model that avoids commission-based conflicts. Its public filings indicate it bills clients a percentage of assets under management for ongoing portfolio management and flat or hourly fees for one-time financial planning engagements. Specific fee schedules are disclosed in its Form ADV Part 2, which it must provide to prospective clients.

### What type of clients does KRD Wealth Management typically serve?

KRD Wealth Management's regulatory filings list individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities among its client types. This mix is typical for a suburban planning shop that caters to local families, small business owners, and corporate retirement plan sponsors in the greater Chicago area. The firm has not published a stated account minimum.

## Related profiles

- [KRAVAG-LOGISTIC Insurance](https://altss.com/profile/kravag-logistic-insurance)
- [Kredere Wealth Partner](https://altss.com/profile/kredere-wealth-partner)

---

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

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

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