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Kult Wealth Management Group, LLC (Brookfield)


Kult Wealth Management Group, LLC is an adviser based in Brookfield. It manages $42 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2004.

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Kult Wealth Management Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kult Wealth Management Group: assets under management

The assets under management (AUM) of Kult Wealth Management Group, LLC is $42 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $851.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $666.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kult Wealth Management Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Kult Wealth Management Group, LLC performs its advisory services is located at 17100 W North Ave Suite 101, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (262) 787-0704 or by fax (262) 787-0951. The normal business hours are 8:00-5:00 cst on Monday - Friday. You can find more information about the New York firm at www.kultwealth.com.


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