ADV Part 2A & 2B

Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

​

​KW Wealth Management, LLC is registered with the SEC as an investment advisor.​ Registration as an investment adviser does not imply a certain level of skill or training. We will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS).

 

Copies of those documents, including our Form CRS, may be found through the SEC’s website at www.adviserinfo.sec.gov; Individual securities licenses and disclosures are available upon request or through https://brokercheck.finra.org​