SourcingSourcing

KDM WEALTH MANAGEMENT INC.

B52
CRD 152002·SEC 801-132456·GENEVA, IL
AUM
$112.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$337K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KDM WEALTH MANAGEMENT INC.
CRD
152002
SEC file #
801-132456
EIN
—
DBA names
—

Economics

AUM
$112.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$101.1M → $112.2M▲ +11%
Client mix
Individuals Other112
Individuals High Net Worth37

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
GENEVA IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
twitter.com/kdminvestments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARTIN, JEFFREY, FULLER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MARTIN, JEFFREY, FULLER
Solo Advisor Indicator
No
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
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,812
Form 5500 Compensation Trajectory 3y
20255,812
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,812
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4836
Soi Zip Pct 200k Plus
0.2234
Soi Zip Returns 200k Plus
3,340
Soi Zip Total AGI
2,267,201
Fdic Zip Total Deposits
23,644,919,000
Fdic Zip Branch Count
414
Fdic Zip Top Banks
U.S. Bank National Association
The State Bank of Geneva

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Harris Bank St. CharlesGeneva, IL
Firstar Bank West, National AssociationGeneva, IL
Fdic Zip HHI
727.73
Fdic Zip Top Bank Share Pct
18.23
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,354
Returns3,130
Stub 2
AGI66,224
Returns1,770
Stub 3
AGI95,488
Returns1,540
Soi Zip Total Business Income
47,400
Soi Zip Total Cap Gains
124,468
Soi Zip Total Dividends
63,391
Soi Zip Total Returns
14,950
Top Owner CRD
5040957
Trust Company Affiliate
No

People (3)

3
MARTIN, JEFFREY, FULLER
IAR · Direct Owner · 87.5%
5040957
Maxwell Timothy Martin
IAR
7793484
David A Schlesselman
IAR
6785404