What departments does KBK Wealth Management have?

KBK Wealth Management has employees across 3 departments including Accounting, Operations, Finance.

What is the largest department at KBK Wealth Management?

The largest department at KBK Wealth Management is Finance with 3 employees.

Where are KBK Wealth Management employees located globally?

KBK Wealth Management has employees across 2 continents and 3 countries including Cambodia, Indonesia, United States Of America.

How has KBK Wealth Management's team size changed over time?

KBK Wealth Management's team has remained stable from approximately 9 to 9 employees based on available data.

KBK Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

KBK Wealth Management is a full-service, independent financial consulting and wealth management firm. It integrates tax planning with financial planning to provide coordinated guidance for decisions that affect clients now and in the future. The firm emphasizes a long-term commitment to its clients and relies on an experienced management team that seeks to understand their concerns.

Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser, while fixed insurance products are provided by KBK Wealth Management, LLC as a separate entity. The firm serves individuals in CA, CT, DC, FL, GA, MA, MD, NJ, and NY, reflecting regulatory considerations for certain offerings. Based in New York City, New York, the company positions itself as an independent adviser focused on identifying opportunities and optimizing client benefits within an integrated tax and planning framework.

KBK Wealth Management Global Highlights

North America
19

United States Of America
19

Asia
3

Indonesia
2
Cambodia
1

KBK Wealth Management's Leadership

R. K.
Partner
Mobile Phone
Email
A. B.
Managing Partner, Cpa, Cfp®,Pfs, Aif®
Mobile Phone
Email
M. K.
Partner
Mobile Phone
Email
A. L.
Events Manager
Mobile Phone
Email
K. W.
Operations Manager
Mobile Phone
Email
J. F.
Principal And Wealth Management Advisor
Mobile Phone
Email
S. M.
Senior Registered Financial Client Associate
Mobile Phone
Email
J. C.
Financial Advisor
Mobile Phone
Email

KBK Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Analytics

Contact profiles from KBK Wealth Management

Name

Title

Contact Info

Location

Last Update

R. K.
Partner
Mobile Phone
Email
United StatesNew York
May 28, 2026
A. B.
Managing Partner, Cpa, Cfp®,Pfs, Aif®
Mobile Phone
Email
United StatesNew York
Jun 02, 2026
M. K.
Partner
Mobile Phone
Email
United StatesNew York
Feb 27, 2026
A. L.
Events Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. W.
Operations Manager
Mobile Phone
Email
United StatesNew York
Feb 25, 2026
J. F.
Principal And Wealth Management Advisor
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
S. M.
Senior Registered Financial Client Associate
Mobile Phone
Email
United StatesNew York
Feb 27, 2026
J. C.
Financial Advisor
Mobile Phone
Email
United StatesNew Jersey
Jan 07, 2026
A. K.
Adimn
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
G. K.
Executive Assistant
Mobile Phone
Email
United StatesNew York
Feb 25, 2026

Frequently Asked Questions

What is KBK Wealth Management known for?

KBK Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 28 West 44th Street Suite 1200 New York, New York 10036 United States; you can contact the main corporate office by phone at

+1-212-944-****

. Explore KBK Wealth Management's company overview page for more information.

What is KBK Wealth Management's most common email format?

KBK Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KBK Wealth Management email formats with LeadIQ.

How many employees does KBK Wealth Management have currently?

KBK Wealth Management has approximately 15 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are KBK Wealth Management's key employees and leadership?

As of June 2026, KBK Wealth Management's key employees include:

Partner: R. K.
Managing Partner, Cpa, Cfp®,Pfs, Aif®: A. B.
Partner: M. K.
Events Manager: A. L.
Operations Manager: K. W.

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KBK Wealth Management Employee Directory

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