KDK PRIVATE WEALTH MANAGEMENT, LLC
DBA: KDK PRIVATE WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $584.6M |
| Discretionary | $580.7M99% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 244 |
| Avg Account Size | $2.4M |
| Employees | 8 |
| Peak AUM | $584.6MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $585M | +22.1% | +29.9% | +39.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $584.6M |
| Discretionary | $580.7M |
| Employees | 8 |
| Client Accounts | 244 |
Contact & Location
Address
1616 SOUTH VOSS
HOUSTON TX 77057
Phone
713-391-8044
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$581M
99.3% of AUM
Non-Discretionary
$4M
0.7% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Related Entities (Item 7)
Law Firm