Kult Wealth Management Group

Operationally, Kult charges asset-based advisory fees on discretionary accounts and fixed fees for financial planning and tax preparation. Firms structured this way in the RIA channel generally avoid commission-based brokerage, though without a disclosed Form ADV Part 2A, the specific revenue mix cannot be confirmed from public sources.

Firm records indicate an independent posture with no named broker-dealer affiliation or bank parent. The practice relies on a third-party custodian — typical for RIAs in this segment — to hold and clear client assets. Specific custodial relationships are not publicly detailed.

Ownership details are not publicly filed in a manner accessible outside regulatory databases. For practices of Kult's profile, the principal advisor usually holds full equity, and succession often routes to an internal service advisor or an external sale to a consolidator when the founder retires. No transaction or named successor has been publicly surfaced.