Insights

Long-term Wealth Focus KWB Wealth emphasizes comprehensive long-term wealth management without minimum investment requirements, making it an attractive option for serious investors seeking personalized financial planning and wealth preservation.

Growing Investment Stakes The firm demonstrated active engagement in the ETF market by increasing its stake in the PGIM Ultra Short Bond ETF by nearly 41%, indicating a strategic interest in short-term fixed income investments and potential for expanding ETF-related product offerings.

Market Positioning As a smaller, SEC-registered adviser with revenue between 10 to 25 million dollars, KWB Wealth offers personalized services that can appeal to high-net-worth individuals and sophisticated investors looking for tailored financial solutions.

Tech Stack Utilization Utilizing advanced digital tools such as Facebook Pixel, Google Tag Manager, and Sqreen suggests a focus on robust data tracking, digital marketing, and cybersecurity, opening avenues for targeted outreach and secure client engagement strategies.

Potential Partnership Opportunities Given its recent event participation and investment in specific ETFs, KWB Wealth may be open to partnerships or product collaborations with asset managers, fintech firms, or technology providers to enhance service offerings and expand client reach.

KWB Wealth Tech Stack

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

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • cdnjs
    Content Delivery Network
  • Open Graph
    Content Management System
  • Lightbox
    Javascript Libraries
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management
  • 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
47%
Last@kwbwealth.comDoe@kwbwealth.com
3%
First@kwbwealth.comJohn@kwbwealth.com
47%
Last@kwbwealth.comDoe@kwbwealth.com
3%

Frequently Asked Questions

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 December 2025, KWB Wealth has approximately 15 employees across 1 continents, including North America. Key team members include Chief Financial Officer: J. M.Chief Wealth Manager: R. B.Partner: E. T.. 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 PixelcdnjsOpen GraphLightboxSqreenGoogle Tag ManagerFacebook.

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

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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