Insights

Established Client Base KWB Wealth has been serving clients since 1996, demonstrating long-term stability and a dedicated focus on comprehensive wealth management, which suggests potential for expanding high-net-worth client relationships.

Growth in ETF Investments Recent increased stake in PGIM Ultra Short Bond ETF by 40.9% indicates a strategic interest in short-term bond products, presenting an opportunity to cross-sell related ETF and fixed income investment solutions.

Mid-Sized Scale With a team of 11-50 employees and revenue between $10M and $25M, KWB Wealth positions itself as a boutique firm that could benefit from specialized financial technology and personalized advisory services to support growth.

Tech Driven Approach Utilization of multiple technology platforms like Facebook Pixel and Google Tag Manager highlights a digital-first marketing strategy, opening doors for innovative digital marketing tools and investor engagement solutions.

Industry Positioning Operating in a competitive landscape alongside large firms like Schwab and Fidelity, KWB Wealth has the opportunity to leverage its personalized service approach to attract clients seeking tailored wealth management outside of larger, impersonal institutions.

KWB Wealth Tech Stack

KWB Wealth uses 8 technology products and services including AppNexus, Facebook Pixel, html5media, and more. Explore KWB Wealth's tech stack below.

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • html5media
    Audio, Video, Graphics
  • Salesforce
    Customer Relationship Management
  • Microsoft
    Miscellaneous
  • Sqreen
    Security
  • Bootstrap
    UI Frameworks
  • Facebook
    Widgets

KWB Wealth's Email Address Formats

KWB Wealth uses at least 1 format(s):
KWB Wealth Email FormatsExamplePercentage
First@kwbwealth.comJohn@kwbwealth.com
94%
Last@kwbwealth.comDoe@kwbwealth.com
6%

Frequently Asked Questions

Where is KWB Wealth's headquarters located?

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KWB Wealth's main headquarters is located at 1782 Orange Tree Lane Redlands, California 92374 United States. The company has employees across 1 continents, including North America.

What is KWB Wealth's official website and social media links?

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KWB Wealth's official website is kwbwealth.com and has social profiles on LinkedIn.

What is KWB Wealth's NAICS code?

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KWB Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does KWB Wealth have currently?

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As of May 2026, KWB Wealth has approximately 18 employees across 1 continents, including North America. Key team members include Chief Financial Officer: J. M.Chief Wealth Manager: R. B.Head Of People & Culture (fractional): C. C.. Explore KWB Wealth's employee directory with LeadIQ.

What industry does KWB Wealth belong to?

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KWB Wealth operates in the Financial Services industry.

What technology does KWB Wealth use?

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KWB Wealth's tech stack includes AppNexusFacebook Pixelhtml5mediaSalesforceMicrosoftSqreenBootstrapFacebook.

What is KWB Wealth's email format?

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KWB Wealth's email format typically follows the pattern of First@kwbwealth.com. Find more KWB Wealth email formats with LeadIQ.

When was KWB Wealth founded?

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KWB Wealth was founded in 1996.

KWB Wealth

Financial ServicesCalifornia, United States11-50 Employees

KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. The sky is our limit. We don’t set minimums. And we don’t set maximums.  All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email invest@kwbwealth.com, or visit our website kwbwealth.com.  


KWB Wealth is an SEC-registered investment adviser. This platform is solely intended for informational purposes and does not constitute a solicitation or offer to provide investment advisory services or to sell securities. Investing involves risk, including the possible loss of principal.
Comments by viewers and/or public recognitions are not indicative of future investment outcomes and do not guarantee that any client or prospective client will experience a particular level of results or satisfaction.
Public comments posted on this site are not selected, amended, deleted, or sorted in any way. However, we may remove comments that include personal identifiable information or misinformation, where appropriate.

Section iconCompany Overview

Headquarters
1782 Orange Tree Lane Redlands, California 92374 United States
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    KWB Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    KWB Wealth's revenue is estimated to be in the range of $10M$25M

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