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KW Wealth Management
KW Wealth Management launched in 2018 as a California-based registered investment advisor, serving individuals, high-net-worth households, corporations, and...
KW Wealth Management
KW Wealth Management launched in 2018 as a California-based registered investment advisor, serving individuals, high-net-worth households, corporations, and business entities from its Gold River office. The firm's founding coincided with a wave of breakaway advisors leaving wirehouses to establish independent practices, though the specific principal behind KW Wealth Management has not been publicly identified in regulatory filings or firm communications. The firm's service model bundles financial planning, retirement planning, and portfolio management — a traditional wealth-management stack. Its ADV filing indicates a retail and high-net-worth client base, with advisory services delivered on both a discretionary and non-discretionary basis. The firm's website operates under the domain globalwealthadvisor.com, suggesting an outward-facing brand distinct from a single-family practice. No public record of specific portfolio holdings, asset-class concentrations, or private-market allocations exists. Team size, total assets under management, and growth trajectory remain undisclosed in public regulatory filings and firm communications. The firm maintains no public LinkedIn presence, and no recent operational events — fund launches, key hires, office expansions — have been reported in industry press or the firm's own digital channels as of mid-2026. As a small, privately held RIA in the Sacramento metro area, KW Wealth Management's structural differentiator lies in its independence. Unaffiliated with any large bank, insurer, or private-equity-backed aggregator, the firm operates without the product-distribution mandates or institutional constraints that shape larger competitors. Whether that independence translates into a distinctive investment philosophy or a concentrated regional client base cannot be assessed from the public record.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Gold River
Corporate office
Gold River, CA, United States
Frequently asked questions
Who runs KW Wealth Management?
The principals of KW Wealth Management have not been publicly identified in regulatory filings, the firm's website, or professional networks. The firm operates as a registered investment advisor in California, but its Form ADV and public communications do not name an individual founder, CEO, or chief investment officer as of mid-2026. Prospective clients or counterparties would need to request this information directly from the firm.
How does KW Wealth Management invest client assets?
The firm's advisory services include both discretionary and non-discretionary portfolio management, alongside financial planning and retirement planning. However, the specific investment approach — active or passive, direct securities or funds, any use of alternatives or private markets — is not detailed in publicly available materials. The firm's regulatory filings list a broad client base including individuals, high-net-worth individuals, corporations, and business entities, but do not break out asset allocation or strategy.
Is KW Wealth Management part of a larger financial institution?
No. KW Wealth Management is an independent registered investment advisor with no disclosed affiliation to any bank, insurance company, private-equity-backed aggregator, or other financial institution. Its website domain, globalwealthadvisor.com, operates as a standalone brand, and there is no public record of a parent company or strategic acquirer.
Does KW Wealth Management have a minimum account size?
KW Wealth Management's Form ADV and website do not disclose a minimum account size, minimum net-worth requirement, or fee schedule. The firm lists high-net-worth individuals among its client types, which under SEC definitions generally means at least $2.2 million in assets under management, but the firm's specific eligibility criteria are not publicly available.
What is the firm's known posture on alternative investments?
There is no public information about KW Wealth Management's use of or access to alternative investments — including private equity, venture capital, hedge funds, real estate, or private credit. The firm's service descriptions are limited to financial planning, retirement planning, and portfolio management, without detail on specific asset classes. Allocators seeking a manager with a demonstrated alternatives program will find no evidence of one in the public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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