Kuhn Wealth Management Inc.

Overview

Kuhn Wealth Management Inc. is an SEC registered investment adviser based in Schaumburg, IL, registered since 2013. It reports $151M in assets under management across 991 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$151M

Discretionary

100%

Accounts

991

Average account

$152K

Employees

3

Advisory reps

3

Registered since

2013

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Nathaniel Michael Kuhn President, Chief Compliance Officer CRD 4624143

Advisory reps 3 of 3

• Matthew Kuhn Registered Rep · Investment Adviser Rep CRD 5200893
• Nathaniel M Kuhn Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4624143
• Daniel Levy Registered Rep · Investment Adviser Rep CRD 5918146

Location

Headquarters

1827 Walden Office Sq Ste 500
Schaumburg, IL 60173

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: kuhnwealth.com

Every state, with registration dates

Similar firms near Schaumburg

• Cetera Investment Advisers LLCSchaumburg, IL$257B AUM
• World Equity Group, Inc.Schaumburg, IL$1B AUM
• CL Wealth Management LLCSchaumburg, IL$734M AUM
• Monere Wealth Management, Inc.Schaumburg, IL$312M AUM
• Lifepoint PlanningSchaumburg, IL$168M AUM