# KWB Wealth

KWB Wealth is a Multi Family Office based in Redlands, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Redlands, United States
- **Region:** North America
- **Address:** Redlands, CA, United States
- **Founded:** 1996
- **Assets under management:** $1.5B - $3B (Altss estimate)
- **Website:** kwbwealth.com
- **LinkedIn:** https://www.linkedin.com/company/kwb-wealth

## Regulatory record

- **CRD number:** 300921
- **SEC file number:** 801-118740
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300921

## About

KWB Wealth is an SEC-registered investment adviser in Redlands, CA, registered since 2020. The firm manages approximately $1.2 billion in regulatory assets. It has 10 employees and 8 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds
- Public Equities

## Offices

- Irvine, CA
- Pasadena, CA

## People

- Kurt W. Brombacher — Founder and Chairman
- Jeff Brombacher — President and CEO
- Michael S. Lee — Chief Investment Officer

## Questions

### Who runs investment decisions at KWB Wealth?

Michael S. Lee serves as Chief Investment Officer, overseeing asset allocation, manager selection, and direct deal diligence across public and private markets. Founder Kurt Brombacher remains Chairman, and Jeff Brombacher is President and CEO. The investment committee structure is not publicly detailed, but Lee's CIO role centralizes portfolio management authority under a single senior professional, giving the firm a defined point of accountability for capital deployment.

### How does KWB Wealth source proprietary deal flow?

KWB leverages its Inland Empire roots and CPA-led referral network to access private real estate developers, regional operating companies, and structured credit originators that rarely appear in broad-market intermediary auctions. The firm's affiliated tax practice funnels business-owner clients into the investment pipeline, creating a closed-loop sourcing advantage. Direct real estate investments — including qualified opportunity zone projects — form the core of this proprietary origination channel.

### How is KWB Wealth's tax advisory arm related to the investment management business?

The tax practice operates as an affiliated entity, not a legally separate firm, allowing KWB to coordinate investment implementation, entity selection, and estate planning under a single fiduciary umbrella. This integration means client tax returns directly inform buy-sell decisions, partnership structuring, and exit timing — a closed feedback loop that standalone RIAs and wirehouse teams cannot replicate without coordinating across unaffiliated CPAs. The firm's founder, Kurt Brombacher, is a CPA, and the original practice was built as a tax-and-accounting firm before the investment-management layer was added.

## Related profiles

- [Kuwait Finance & Investment Company](https://altss.com/profile/kuwait-finance-and-investment-company)
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Last updated: 2026-07-09T01:44:09.293Z

Canonical page: https://altss.com/profile/kwb-wealth

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