# Kult Wealth Management Group

Kult Wealth Management Group is a Bank / Wealth / Trust based in Brookfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brookfield, United States
- **Region:** North America
- **Address:** Brookfield, WI, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** kultwealth.com
- **LinkedIn:** linkedin.com/company/kult-llc

## Regulatory record

- **CRD number:** 126740
- **SEC file number:** 801-123427
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126740

## About

Kult Wealth Management Group: SEC-registered investment adviser in Brookfield, WI since 2022. The firm manages $135 million in assets, $133 million on discretionary basis. Two employees, one investment adviser.

## Questions

### How is the firm compensated, and does it receive third-party commissions?

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.

### Does Kult have any affiliations with broker-dealers, custodians, or other financial entities?

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.

### Is there an ownership structure or succession plan disclosed for the firm?

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.

## Related profiles

- [Kuka Group](https://altss.com/profile/kuka-group)
- [Kumamoto Daiichi Shinkin Bank](https://altss.com/profile/kumamoto-daiichi-shinkin-bank)

---

Last updated: 2026-06-03T20:00:00.000Z

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

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