KDM Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
KDM Wealth Management reports 149 clients. They include 112 individual clients and 37 high-net-worth individuals. Of its assets, 100.0% ($112M across 538 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 34% |
| High-net-worth individuals | 25% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 112 | $37.8M | 33.6% | $337K |
| High-net-worth individuals | 37 | $74.5M | 66.4% | $2.01M |
| Total | 149 | $112M | 100% | $753K |
- Clients
- 112
- Regulatory AUM
- $37.8M
- AUM share
- 33.6%
- Avg. per client
- $337K
- Clients
- 37
- Regulatory AUM
- $74.5M
- AUM share
- 66.4%
- Avg. per client
- $2.01M
Total
- Clients
- 149
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- $753K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
KDM Wealth Management charges 0.15%–1.20% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory services are charged an annual asset-based fee of up to 0.50%, billed quarterly in arrears and negotiable.
Jeffrey Martin owns 75% or more of KDM Wealth Management. The leadership team of KDM Wealth Management includes President Jeffrey Martin. It has 6 employees, 3 of them in advisory roles.
Leadership
Jeffrey MartinPresident and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of KDM Wealth Management Inc.
Jeffrey Martin
Control person · since July 2005
KDM Wealth Management’s regulatory assets grew from $101M (April 2025) to $112M (August 2026); clients were 149 in both filings and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $112M | 149 | 6 | 1 |
| April 2025 | $101M | 146 | 5 | 1 |
Besides its headquarters, KDM Wealth Management has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 321 Stevens Street, Suite R, GenevaHQ
Contact and registration details
- Legal name
- KDM Wealth Management Inc.
- Headquarters
- 321 Stevens Street, Suite R, Geneva, IL 60134
- Website
- kdmwealth.com
- Phone
- 630-232-9097
- @kdm-wealth-management
- SEC file
- 801-132456
- Structure
- Illinois corporation
- Fiscal year end
- December
KDM Wealth Management uses Charles Schwab ($101M) as custodian for its separately managed accounts. KDM Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $101M100%
At year end, KDM Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds70%
- Cash5%
How many clients does KDM Wealth Management have?
KDM Wealth Management has 149 clients and manages $112 million for them, as of August 2026. They include 112 individual clients and 37 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does KDM Wealth Management offer?
KDM Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does KDM Wealth Management charge?
KDM Wealth Management charges 0.15%–1.20% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum.
Which custodians does KDM Wealth Management use?
KDM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does KDM Wealth Management have?
KDM Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KDM Wealth Management invest in?
At the end of its last fiscal year, KDM Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KDM Wealth Management?
KDM Wealth Management’s direct owner is Jeffrey Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does KDM Wealth Management get paid?
KDM Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is KDM Wealth Management registered with the SEC?
Yes, KDM Wealth Management has been registered with the SEC as an investment adviser since 22 April 2025. Its CRD number is 152002 and its SEC file number is 801-132456.
Source: Form ADV Part 1A, Item 1, filed 17 August 2026; IAPD firm record
How do I contact KDM Wealth Management?
KDM Wealth Management’s main office is at 321 Stevens Street, Suite R, Geneva, IL 60134. Its phone number is 630-232-9097. Its website is kdmwealth.com.