Company Email Format

KDK Private Wealth Management

Investment Management Houston, Texas, United States 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 1

kdkpwm.com LinkedIn Crunchbase

KDK Private Wealth Management Overview

Headquarters: Houston, Texas, United States
Phone Number: Available in AeroLeads
Website: kdkpwm.com
Industry: Investment Management
Employees: 5
Founded: 2019
Funding: 1.3M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Investment Management Family Office Services Estate Planning Wealth Planning

About KDK Private Wealth Management

KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a multi-family office environment. With partners who are leaders in key capability areas, KDK PWM has a robust platform that leverages the latest practices and tools. KDK Private Wealth Management, LLC (KDK PWM) is a registered investment advisor located in Houston, Texas. Registration does not imply a certain level of skill or training. Information about KDK PWM, including our registration status, fees, and services is available on the SEC’s website at www.adviserinfo.sec.gov.

KDK Private Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

KDK Private Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Chris Graf	Managing Director & Private Wealth	Houston, Texas, United States	Email
Christie Kennimer	Portfolio Management, Investment	Houston, Texas, United States	Email
Brittany Morrison	Client Service Associate with Expertise	Greater Houston, United States	View
Jill Naponic	Vice President, Private Wealth	Houston, Texas, United States	Email Phone