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K&H WEALTH PARTNERS INC.

Advisory

NORTHBROOK, IL

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in IL
#1,121
of 1,719 advisers by AUM
Average account
$307K
across 217 accounts
AUM per adviser
$22M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$67M
Discretionary %
100%
Clients
77
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$2K
Discretionary %100%
Total Clients77
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

4D FINANCIAL ADVISORS, LLC
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THREE ZERO THREE CAPITAL PARTNERS, LLC
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$66M
-65.3% 1Y
ALTON CAPITAL MANAGEMENT, INC.
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+29.9% 1Y
PEAK WEALTH PLANNING, LLC
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$66M
CSH INVESTMENT MANAGMENT LLC
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$67M

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