SourcingSourcing

KULT WEALTH MANAGEMENT GROUP, LLC

B54
CRD 126740·SEC 801-123427·BROOKFIELD, WI
AUM
$135.1M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$405K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KULT WEALTH MANAGEMENT GROUP, LLC
CRD
126740
SEC file #
801-123427
EIN
—
DBA names
—

Economics

AUM
$135.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$101.5M → $135.1M▲ +33%
Client mix
Individuals High Net Worth40
Individuals Other29

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
BROOKFIELD WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
kultwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KULT, PETER, MARTIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KULT, PETER, MARTIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KULTWEALTH.COM
Rdap Domain Creation Date
2003-04-25T12:17:05Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab9
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-04-25T12:17:05Z
Rdap Domain Last Changed
2023-09-13T18:12:03Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4493349
Trust Company Affiliate
No

People (1)

1
KULT, PETER, MARTIN
IAR · Direct Owner · 87.5%
4493349