{"url":"https://nivawealth.com/firms/kuhn-wealth-management-168727","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168727","regulatoryAum":150822928,"crd":"168727","secFileNumber":"801-136946","legalName":"Kuhn Wealth Management Inc.","displayName":"Kuhn Wealth Management","slug":"kuhn-wealth-management-168727","website":"https://kuhnwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"1827 Walden Office SQ, #500","city":"Schaumburg","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60173"},"tradeNames":[],"registration":{"secApproved":"1 September 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":546459.8840579711,"staff":{"employees":3,"advisory":3,"brokerDealerReps":3,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":150822928,"discretionary":150822928,"discretionaryAccounts":991,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":148691936,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":233,"regulatoryAum":54573345},{"label":"High-net-worth individuals","clients":43,"regulatoryAum":96249583}],"feePrograms":[{"role":"main","program":"KWM Wrap Program","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050139","versionId":1050139,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-30","documentName":"WRAP BROCHURE","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:47:03.336643+00:00","documents":[{"name":"WRAP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050139","versionId":1050139,"submittedOn":"2026-06-30"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050138","versionId":1050138,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036788","versionId":1036788,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036786","versionId":1036786,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036785","versionId":1036785,"submittedOn":null}]},"custodians":[],"custodyNote":"Kuhn Wealth Management does not have custody of client assets.","leadership":[],"ownership":[],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"1827 Walden Office SQ, #500","city":"Schaumburg","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"847-607-4976","stateRegisteredReps":3,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":70},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168727/PDF/168727.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050139","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kuhn Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kuhn Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kuhn Wealth Management charge?","answer":"Kuhn Wealth Management charges 1.00% a year for its KWM Wrap Program. The fee is billed in arrears and is negotiable.","source":"WRAP BROCHURE, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Kuhn Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kuhn Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Kuhn Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kuhn Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Kuhn Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}