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Owner & Investment Adviser Representative · KWB Wealth

Steven D. Gormley

CRD 5009927 · 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 Steven D. Gormley on its Form ADV as Owner & Investment Adviser Representative.

Firms and roles

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

AtlasMembers

Steven’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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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 Steven 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 Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.