SourcingSourcing

KWB WEALTH

C24
CRD 300921·SEC 801-118740·REDLANDS, CA
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KWB WEALTH
CRD
300921
SEC file #
801-118740
EIN
330703534
DBA names
—

Economics

AUM
$1.23B
AUM band
$1B+
AUM trajectory
'21'26
$546.4M → $1.23B▲ +126%
Client mix
Individuals Other1,055
Individuals High Net Worth880
Pension Profit Sharing Plans18
Corporations15
Charitable Organizations3

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
8 advisors → 8 advisors▬ 0%
Primary office
REDLANDS CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
facebook.com/kwbwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUBB FAMILY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BUBB FAMILY TRUST
BUBB, QUENTIN, KERRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kwb.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
61,680
Form 5500 Compensation Trajectory 3y
202561,680
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
61,680
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001822236
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-02-10
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001822236-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2624
Soi Zip Pct 200k Plus
0.0653
Soi Zip Returns 200k Plus
1,280
Soi Zip Total AGI
1,617,174
Fdic Zip Total Deposits
7,415,894,000
Fdic Zip Branch Count
107
Fdic Zip Top Banks
U.S. Bank National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
1782 ORANGE TREE LANEREDLANDS, CA 92374
Business
1782 ORANGE TREE LANEREDLANDS, CA 92374
Edgar EIN
330703534
Edgar Recent Filings
13F-HR2026-04-08 · 0001822236-26-000002
13F-HR2026-01-12 · 0001822236-26-000001
Fdic Zip Branches Raw
Community BankRedlands, CA
Downey Savings and Loan AssociationRedlands, CA
Fdic Zip HHI
1727.05
Fdic Zip Top Bank Share Pct
22.92
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI63,900
Returns4,860
Stub 2
AGI170,340
Returns4,630
Stub 3
AGI180,253
Returns2,920
Soi Zip Total Business Income
31,983
Soi Zip Total Cap Gains
33,553
Soi Zip Total Dividends
12,416
Soi Zip Total Returns
19,590
Trust Company Affiliate
No

People (11)

11
RAZZOUK, MICHAEL, NABIL
IAR · Direct Owner · 7.5%
5237071
BUBB, QUENTIN, KERRICK
IAR · Direct Owner · 7.5%
6414762
SAILLER, DIANA, LYNN
IAR · Direct Owner · 7.5%
4293292
BUBB, RACHEL, ALISA
IAR · Direct Owner · 7.5%
6989425
GORMLEY, STEVEN, DANIEL
IAR · Executive Officer · 2.5%
5009927
BUBB, KERRICK, WALTER
IAR · Executive Officer · 2.5%
1727374
EMILY KATHERINE TEJEDA
Executive Officer · 2.5%
2549782
Ricardo Salinas
IAR
7996873
Claire Lucchese
IAR
7271582
Leslie Marie Carnahan
IAR
7945592
Aaron Mathew Garcia
IAR
6730929