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
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
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
Compensation % of AUM

Identifiers

SEC RIA File Number 801-123427
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 202
BROOKFIELD
WI
United States
Monday - Friday, 8:00-5:00 CST
Tel: (262) 787-0704, Fax: (262) 787-0951

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
(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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KULT, PETER, MARTIN Individual MEMBER, CHIEF COMPLIANCE OFFICER 01/2003 > 75%

No. Employees, Historic

105020222023202420252 on 2/10/20222 on 1/20/20232 on 2/18/2024

RAUM, Historic

200M100M02022202320242025101539000 on 2/10/202294700000 on 1/20/2023114662000 on 2/18/2024

No. Clients, Historic

70350202220232024202561 on 2/10/202266 on 1/20/202370 on 2/18/2024