Kuhn Wealth Management

Kuhn Wealth Management is an RIA and multi-family office offering portfolio management, financial planning, and estate planning for HNW families.

Kuhn Wealth Management

KUHN WEALTH MANAGEMENT INC. is an SEC-registered investment adviser in SCHAUMBURG, IL. The firm manages $151 million in regulatory assets. It has 3 employees and 3 investment advisers.

linkedin.com/company/kuhn-wealth-management

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Sector focus

Private Wealth ManagementFinancial Planning

Who runs investment decisions at Kuhn Wealth Management?

The firm's principals direct investment strategy, though specific names are not publicly disclosed. As an RIA, decisions are likely made by a senior team based on client objectives.

Is Kuhn Wealth Management a single family office or multi-family office?

Kuhn operates as a multi-family office, serving multiple high-net-worth families with comprehensive wealth management, not tied to a single dynasty.

What investment strategies does Kuhn Wealth Management employ?

The firm uses a diversified approach including public equities, fixed income, and alternatives like private equity and hedge funds, tailored to individual client goals (per typical RIA disclosures).

Does Kuhn Wealth Management invest directly in companies or only through funds?

The firm likely allocates primarily through managed accounts and funds, but may facilitate direct co-investments for qualified clients, though no specific deals are publicly documented.

What is the typical client profile for Kuhn Wealth Management?

Clients are high-net-worth individuals and families seeking integrated financial planning, investment management, and estate planning services, often with $5M+ in investable assets.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.