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President & Investment Adviser Representative · KWB Wealth

Kerrick W. Bubb

CRD 1727374 · Named on Form ADV at one SEC-registered adviser

At a glance

KWB Wealth, an SEC-registered wealth manager based in Redlands, CA with $1.2 billion in regulatory assets, lists Kerrick W. Bubb on its Form ADV as President & Investment Adviser Representative, a control person.

Firms and roles

  • KWB WealthPresident & Investment Adviser RepresentativeWealth manager · Redlands, CA · $1.2B in regulatory assets

AtlasMembers

Kerrick’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Kerrick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kerrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.