KDK Private Wealth Management, LLC

Overview

KDK Private Wealth Management, LLC is a multi-family office that provides wealth planning and investment advice. It was founded in 2019. Its reported services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other advisers. Investment interests include public equities, fixed income, and private investments. The firm is registered with the SEC as an investment adviser and reported $584.6M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

• Wealth planning
• Investment advice
• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Selecting other advisers
• Other

Location

See more firms in Texas and Houston.

Sources and last checked

• KDK Private Wealth Management, LLC website, kdkpwm.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 299583), filed 07/10/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.