Owner · KDK Private Wealth Management
Christie G. Kennimer
CRD 4323792 · Named on Form ADV at one SEC-registered adviser
At a glance
KDK Private Wealth Management, an SEC-registered wealth manager based in Houston, TX with $585 million in regulatory assets, lists Christie G. Kennimer on its Form ADV as Owner, a control person.
Firms and roles
- KDK Private Wealth ManagementOwnerWealth manager · Houston, TX · $585M in regulatory assets
AtlasMembers
Christie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kamden D. KanalyChairman/ceo, KDK Private Wealth Management
- Daniel A. RobertsChief Compliance Officer, KDK Private Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.