KDK Private Wealth Management

Investment Management • Houston, Texas, United States • 1-10 Employees

Company overview

Headquarters	1616 S. Voss Road, Suite 800, Houston, Texas 77057, US
Phone number	+17133918044
Website	kdkpwm.com
NAICS	5231
Keywords	Wealth Management, Estate Planning, Investment Management, Wealth Planning, Family Office Services
Founded	2019
Employees	1-10
Socials

Key Contact at KDK Private Wealth Management

Chris Graf

Managing Director & Private Wealth Advisor

KDK Private Wealth Management Email Formats

KDK Private Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@kdkpwm.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@kdkpwm.com	50%
{first name}{last name}	johndoe@kdkpwm.com	33.3%
{last name}{last name}	doedoe@kdkpwm.com	16.7%

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 revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	$1,300,000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

KDK Private Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Explore KDK Private Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2019-06-01	1	$1,300,000

Funding Insights

$1,300,000

Total funding amount

$1,300,000

Most recent funding amount

Number of funding rounds

KDK Private Wealth Management Tech Stack

Discover the technologies and tools that power KDK Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Apache HTTP Server

Web servers

Retina.js

JavaScript libraries

jQuery

JavaScript libraries

prettyPhoto

JavaScript libraries

Slider Revolution

Photo galleries

Contact Form 7

Form builders

PHP

Programming languages

HSTS

Security

All in One SEO Pack

SEO

Font Awesome

Font scripts

WordPress

Blogs

Frequently asked questions

KDK Private Wealth Management is located in Houston, Texas, US.

You can reach KDK Private Wealth Management at +17133918044.

KDK Private Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

KDK Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

KDK Private Wealth Management has raised a total of $1,300,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at KDK Private Wealth Management

Chris Graf

Managing Director & Private Wealth Advisor

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