A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for KW WEALTH MANAGEMENT LLC.

Business address: 2931 Land Park Dr, Sacramento, CA, 95818
Top securities (13F): AAPL, FLOT, DIA, MSFT, BND, COST, GOOG, AMZN, SPY, NVDA, USMV, V, TBIL, BRKB, VUG, VV, VTI, ABBV, UNH, and XLU
State of incorporation: CA
Fiscal year end: 31 December

KW WEALTH MANAGEMENT LLC has filed 1 SEC EDGAR filings since 17 Oct 2025

Recent SEC filings for KW WEALTH MANAGEMENT LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		17 Oct 2025	30 Sep 2025	028-25797

KW WEALTH MANAGEMENT LLC files with the SEC under CIK 0002078696. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.