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Insights

Niche Market Focus KDK Private Wealth Management specializes in serving high-net-worth families with highly tailored wealth planning and investment advice, presenting an opportunity to introduce advanced private banking and estate planning solutions tailored for affluent clients.

Technology Utilization With a tech stack including WordPress, Google Analytics, and Amazon ALB, KDK PWM values modern digital tools, indicating potential interest in innovative financial technologies such as client portals, advanced analytics, and security solutions.

Recent Asset Investment KDK PWM recently invested in Core Scientific, showcasing an openness to diversifying into alternative assets and cryptocurrencies, which opens avenues to offer alternative investment platforms and blockchain-related financial services.

Growth & Funding Although a smaller firm with revenue between 1M and 10M and funding of 1.3M, their active investment activities and platform robustness suggest potential for scaling solutions, wealth management technology upgrades, or strategic partnerships.

Competitive Positioning Positioned among major wealth management firms, KDK PWM's focus on independent and personalized services indicates opportunities to offer bespoke investment products, compliance solutions, or specialized reporting tools to differentiate their offerings.

KDK Private Wealth Management Tech Stack

KDK Private Wealth Management uses 8 technology products and services including WordPress, JSON-LD, Retina graphics, and more. Explore KDK Private Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Retina graphics
    Javascript Graphics
  • parallax.js
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • Slider Revolution
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

KDK Private Wealth Management's Email Address Formats

KDK Private Wealth Management uses at least 1 format(s):
KDK Private Wealth Management Email FormatsExamplePercentage
FLast@kdkpwm.comJDoe@kdkpwm.com
50%
FLast@kdkpwm.comJDoe@kdkpwm.com
50%

Frequently Asked Questions

Where is KDK Private Wealth Management's headquarters located?

Minus sign iconPlus sign iconKDK Private Wealth Management's main headquarters is located at 1616 South Voss Road, Suite 800. The company has employees across 1 continents, including North America.

What is KDK Private Wealth Management's official website and social media links?

Minus sign iconPlus sign iconKDK Private Wealth Management's official website is kdkpwm.com and has social profiles on LinkedInCrunchbase.

What is KDK Private Wealth Management's NAICS code?

Minus sign iconPlus sign iconKDK Private Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does KDK Private Wealth Management have currently?

Minus sign iconPlus sign iconAs of December 2025, KDK Private Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Vice President Investment Management & Operations: C. K.Vice President - Wealth Strategy & Compliance: M. M.Chairman: K. K.. Explore KDK Private Wealth Management's employee directory with LeadIQ.

What industry does KDK Private Wealth Management belong to?

Minus sign iconPlus sign iconKDK Private Wealth Management operates in the Investment Management industry.

What technology does KDK Private Wealth Management use?

Minus sign iconPlus sign iconKDK Private Wealth Management's tech stack includes WordPressJSON-LDRetina graphicsparallax.jsAmazon ALBSlider RevolutionGoogle Tag ManagerGoogle Analytics.

What is KDK Private Wealth Management's email format?

Minus sign iconPlus sign iconKDK Private Wealth Management's email format typically follows the pattern of FLast@kdkpwm.com. Find more KDK Private Wealth Management email formats with LeadIQ.

How much funding has KDK Private Wealth Management raised to date?

Minus sign iconPlus sign icon As of December 2025, KDK Private Wealth Management has raised $1.3M in funding. The last funding round occurred on May 01, 2019 for $1.3M.

When was KDK Private Wealth Management founded?

Minus sign iconPlus sign iconKDK Private Wealth Management was founded in 2019.

KDK Private Wealth Management

Investment ManagementTexas, United States2-10 Employees

KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a multi-family office environment. With partners who are leaders in key capability areas, KDK PWM has a robust platform that leverages the latest practices and tools. 

KDK Private Wealth Management, LLC (KDK PWM) is a registered investment advisor located in Houston, Texas. Registration does not imply a certain level of skill or training. Information about KDK PWM, including our registration status, fees, and services is available on the SEC’s website at www.adviserinfo.sec.gov.

Section iconCompany Overview

Headquarters
1616 South Voss Road, Suite 800
Website
kdkpwm.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2019
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1.3M

    KDK Private Wealth Management has raised a total of $1.3M of funding over 1 rounds. Their latest funding round was raised on May 01, 2019 in the amount of $1.3M.

  • $1M$10M

    KDK Private Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1.3M

    KDK Private Wealth Management has raised a total of $1.3M of funding over 1 rounds. Their latest funding round was raised on May 01, 2019 in the amount of $1.3M.

  • $1M$10M

    KDK Private Wealth Management's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    C. K.
    Vice President Investment Management & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Vice President - Wealth Strategy & Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Managing Director & Private Wealth Advisor
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. M.
    Client Service Associate
    Phone icon
    Mobile Phone

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