Kwb Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 300921
- SEC number
- 801-118740
- Firm type
- RIA
- Assets under management
- $1.2B as of May 8, 2026
- Website
- www.facebook.com/kwbwealth ↗
- Phone
- 909-307-8220
- Address
- 1782 Orange Tree Lane, Redlands, CA, 92374
Advisors at this firm
9 in our index · page 1 of 1
-
Quentin Kerrick BubbCRD 6414762 · Redlands, CAIA RegisteredBroker
-
Rachel Alisa BubbCRD 6989425 · Redlands, CAIA RegisteredBroker
-
Leslie Marie CarnahanCRD 7945592 · Redlands, CAIA RegisteredBroker
-
Steven Daniel GormleyCRD 5009927 · Redlands, CAIA RegisteredBroker
-
Aaron Mathew GarciaCRD 6730929 · Redlands, CAIA RegisteredBroker
-
Claire LuccheseCRD 7271582 · Redlands, CAIA RegisteredBroker
-
Michael Nabil RazzoukCRD 5237071 · Redlands, CAIA RegisteredBroker
-
Diana Lynn SaillerCRD 4293292 · Redlands, CAIA RegisteredBroker
-
Ricardo SalinasCRD 7996873 · Redlands, CAIA RegisteredBroker
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 300921 ↗
FINRA BrokerCheck record for firm CRD 300921 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.