KDM Wealth Management Employee Directory

Financial ServicesIllinois, United States2-10 Employees

KDM Wealth Management is a fee-based Wealth Management firm serving the Chicago area.   Our mission is to help individual investors and small institutions achieve their financial goals through our unique approach called Strategic Diversification.   

We build low-cost, diversified portfolios using index and passive investments.  Each portfolio is designed based on our client’s objectives, time horizon and risk tolerance giving our clients the best opportunity of achieving their financial objectives.

We work with small business owners and professionals who are lifetime savers approaching retirement and who are looking for an advisor to help manage their assets.  We also work with divorced or widowed women who have recently come into money and need help with those funds.

Contact us today to learn more about how we can help you achieve your financial objectives.

Find KDM Wealth Management employees' phone numbers or email addresses

KDM Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    3
  • Canada
    2

KDM Wealth Management's Leadership

  • Stylized image of a person
    J. S.
    Principal
    Phone icon

KDM Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from KDM Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Principal
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is KDM Wealth Management known for?

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KDM Wealth Management was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 321 Stevens Street Suite r Geneva, Illinois 60134 United States; you can contact the main corporate office by phone at . Explore KDM Wealth Management's company overview page for more information.

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

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

How many employees does KDM Wealth Management have currently?

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KDM Wealth Management has approximately 6 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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As of March 2026, KDM Wealth Management's key employees include:

  • Principal: J. S.

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