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Multi-Family OfficeRIA · CRD 168727

Updated:

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...

Overview

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.

General information

Firm type

Multi Family Office

Year founded

2003

Location

City

Schaumburg

Sector focus

Private Wealth ManagementFinancial Planning

Frequently asked questions

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).

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.

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