Kuhn Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Kuhn Wealth Management reports 276 clients. They include 233 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($151M across 991 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $149M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 16% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 233 | $54.6M | 36.2% | $234K |
| High-net-worth individuals | 43 | $96.2M | 63.8% | $2.24M |
| Total | 276 | $151M | 100% | $546K |
- Clients
- 233
- Regulatory AUM
- $54.6M
- AUM share
- 36.2%
- Avg. per client
- $234K
- Clients
- 43
- Regulatory AUM
- $96.2M
- AUM share
- 63.8%
- Avg. per client
- $2.24M
Total
- Clients
- 276
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- $546K
- 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
- 0
Kuhn Wealth Management charges 1.00% a year for its KWM Wrap Program. The fee is billed in arrears and is negotiable.
Fee details and sources
It has 3 employees.
Leadership
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
Besides its headquarters, Kuhn Wealth Management has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 1827 Walden Office SQ, #500, SchaumburgHQ
Contact and registration details
- Legal name
- Kuhn Wealth Management Inc.
- Headquarters
- 1827 Walden Office SQ, #500, Schaumburg, IL 60173
- Website
- kuhnwealth.com
- Phone
- 847-607-4976
- SEC file
- 801-136946
- Structure
- Illinois corporation
- Fiscal year end
- December
Kuhn Wealth Management does not have custody of client assets.
At year end, Kuhn Wealth Management’s separately managed accounts were mostly in funds (71%) and stocks (14%).
What the accounts hold
- Stocks14%
- Funds71%
- Registered funds70%
- Pooled vehicles1%
- Bonds8%
- U.S. government and agency bonds5%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash7%
How many clients does Kuhn Wealth Management have?
Kuhn Wealth Management has 276 clients and manages $151 million for them, as of August 2026. They include 233 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Kuhn Wealth Management offer?
Kuhn Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kuhn Wealth Management charge?
Kuhn Wealth Management charges 1.00% a year for its KWM Wrap Program. The fee is billed in arrears and is negotiable.
How many financial advisors does Kuhn Wealth Management have?
Kuhn Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kuhn Wealth Management invest in?
At the end of its last fiscal year, Kuhn Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 7% cash and equivalents, 5% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Kuhn Wealth Management get paid?
Kuhn Wealth Management is paid through a percentage of assets under management and hourly charges. 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 Kuhn Wealth Management registered with the SEC?
Yes, Kuhn Wealth Management has been registered with the SEC as an investment adviser since 1 September 2026. Its CRD number is 168727 and its SEC file number is 801-136946.
Source: Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record
How do I contact Kuhn Wealth Management?
Kuhn Wealth Management’s main office is at 1827 Walden Office SQ, #500, Schaumburg, IL 60173. Its phone number is 847-607-4976. Its website is kuhnwealth.com.