KULT WEALTH MANAGEMENT GROUP, LLC
Adviser information for KULT WEALTH MANAGEMENT GROUP, LLC last updated from Form ADV on February 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Wisconsin, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 69 | $113.0M |
Non-Discretionary | 1 | $1.6M |
Total | 70 | $114.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 32 | $14.6M |
HNW Individuals | 38 | $100.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 3 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesINCOME TAX RETURN PREPARATION |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-123427 |
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SEC ERA File Number | 801-123427 |
SEC CIK Numbers | None |
SEC CRD Numbers | 126740 |
Legal Entity Identifier | None |
Principal Office
17100 W NORTH AVE SUITE 202BROOKFIELD
WI
United States
Monday - Friday, 8:00-5:00 CST
Tel: (262) 787-0704, Fax: (262) 787-0951
Websites
Chief Compliance Officer
PETER M KULT
MEMBER
17100 W NORTH AVE STE 202
BROOKFIELD
WI
United States
Tel:
262-787-0704
Fax:
262-787-0951
P*********@*************M
(Full email address available in API data)
Regulatory Contact
MARGARET BUBLITZ
17100 W NORTH AVE SUITE 202
BROOKFIELD
WI
United States
Tel:
(262) 787-0704
Fax:
(262) 787-0951
M***************@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KULT, PETER, MARTIN | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 01/2003 | > 75% |