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Kk Wealth Advisors (Los Altos)


Kk Wealth Advisors is a large advisory firm based in Los Altos. It manages $139.47 million of regulatory assets for 309 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.




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

Kk Wealth Advisors: assets under management

The assets under management (AUM) of Kk Wealth Advisors is $139.47 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $127.09 million in discretionary accounts and $12.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $474.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $301.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kk Wealth Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Kk Wealth Advisors performs its advisory services is located at 4300 El Camino Real, Los Altos, CA 94022, 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 650-941-5530 or by fax 650-941-4994. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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