RIA Intel›Advisers›Minnesota›KMB WEALTH MANAGEMENT, LLC

KMB WEALTH MANAGEMENT, LLC

Advisory

MN

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$153K

across 35 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

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

9 clients

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

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Advisers of similar size in MN

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

COULOIR WEALTH ADVISORS, INC.

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SAFFRON CAPITAL, LLC

MINNEAPOLIS, MN

$6M

PALISADE INVESTMENT ADVISORS, LLC

MINNEAPOLIS, MN

$6M

WAYZATA CAPITAL MANAGEMENT, INC.

ST. LOUIS PARK, MN

$5M

SECOND AVENUE CAPITAL LLC

MINNEAPOLIS, MN

$5M

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