KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. The sky is our limit. We don’t set minimums. And we don’t set maximums. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email invest@kwbwealth.com, or visit our website kwbwealth.com. KWB Wealth is an SEC-registered investment adviser. This platform is solely intended for informational purposes and does not constitute a solicitation or offer to provide investment advisory services or to sell securities. Investing involves risk, including the possible loss of principal. Comments by viewers and/or public recognitions are not indicative of future investment outcomes and do not guarantee that any client or prospective client will experience a particular level of results or satisfaction. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. However, we may remove comments that include personal identifiable information or misinformation, where appropriate.
| Website | http://www.kwbwealth.com |
| Revenue | $6.2 million |
| Employees | 17 (14 on RocketReach) |
| Founded | 1996 |
| Address | 1782 Orange Tree Ln, Redlands, California 92374, US |
| Phone | +1 800-478-8934 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Long Term Investing, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisor, Investment Solutions, Comprehensive Planning, Wealth Planning, Risk Management, Tax Planning, Asset Allocation, Financial Consulting, Investment Services, High Net Worth, Private Wealth, Secure Investments |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Northwestern Mutual, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +34 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular KWB Wealth employee's phone or email?
The KWB Wealth annual revenue was $6.2 million in 2026.
Kerry Bubb is the President, Chief Wealth Manager of KWB Wealth.
14 people are employed at KWB Wealth.
KWB Wealth is based in Redlands, California.
The NAICS codes for KWB Wealth are [52, 523].
The SIC codes for KWB Wealth are [62, 628].