FormDSignal
68

Kuhn Wealth Management Inc. registers with the SEC (Schaumburg, IL)

New SEC-registered adviser · CRD 168727 · 801-136946 · effective 2026-09-01

Effective 2026-09-01. 3 employees (3 advisory), $151M regulatory AUM across 991 accounts. Notice-filed in IL, TX. Corporation (IL).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance