RIA Intel›Advisers›New Hampshire›KD WEALTH MANAGEMENT LLC

KD WEALTH MANAGEMENT LLC

Advisory

HAMPTON, NH

Data as of Jun 30, 2025 · Source: SEC Form ADV

Average account

$333K

across 30 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndApril

Operates InLA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

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

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SAPARETO, FRANK V.

$11M

COBB FINANCIAL, LLC

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