Fee-only adviser · Redlands, CA
KWB Wealth
KWB Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Redlands, California. On its latest Form ADV, filed October 19, 2026, it reports $1.2B in regulatory assets under management, 1,935 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 300921 · SEC file 801-118740 |
| Office | 1782 Orange Tree Lane Redlands, CA 92374 |
| Phone | (909) 307-8220 |
| Website | www.kwbwealth.com |
| Regulatory assets under management | $1.2B |
| Individual clients | 1,055 non-high-net-worth, 880 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Redlands
- Diligent Investors, LLC $663M
- Investment Counselors of Redlands LLC $100M
- Clarity Advisors Group, Inc. $2.8M
See all 4 fee-only advisers in Redlands →
Nearby
- Grand Terrace 1 firm
- Yucaipa 1 firm
- Riverside 3 firms
- Menifee 1 firm
- Norco 1 firm
- Rancho Cucamonga 2 firms
- Ontario 3 firms
- Hemet 1 firm
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