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KDK Private Wealth Management

EST. AUM
$584,638,790

CONTACTS
3

CLIENT ACCOUNTS
244

Firm Details

Metro area Houston
CRD Number 299583
Website kdkpwm.com
Client types

Overview

KDK PWM serves as a trusted partner to families in Texas and across the nation, offering independent, tailored wealth planning and investment advice within a multi-family office setting. The firm utilizes a robust platform with the latest practices and tools, leveraging partners who are leaders in key capability areas. KDK Private Wealth Management, LLC (KDK PWM) is an SEC registered investment advisor situated in Houston, Texas.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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