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KDK Private Wealth Management Logo
KDK Private Wealth Management Growth Score
64
CB Rank
72619
Heat Score
73
KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment.
Founded
obfuscation
PrivateVenture - Series Unknown Houston, Texas, United States1-10 kdkpwm.com/
Advice
Financial Services
Wealth Management
Overview

KDK Private Wealth Management
Total Funding
obfuscation
Growth Score
64
Heat Score
73

Total Funding
obfuscation
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score64
-5 pts
in past quarter
Heat Score 73
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About KDK Private Wealth Management

CB Rank
72619
KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment.
Founded
obfuscation
PrivateVenture - Series Unknown Houston, Texas, United States1-10 kdkpwm.com/
Advice
Financial Services
Wealth Management

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation

Key People

  • Photo of Chris Graf
    Chris Graf: Managing Director & Private Wealth Advisor
    Past Role: Kanaly Trust, Vice President
  • Photo of Kamden D Kanaly
    Kamden D Kanaly: Founder & Chairman
    Past Role: Kanaly Trust, Vice President & Relationship Manager

Details

Legal Name KDK Private Wealth Management, LLC
Also Known As KDK PWM
Operating Status Active
Company Type For Profit
Founders  Kamden D Kanaly
About the Company
KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment. KDK Private Wealth Management is a trusted partner to a community of families in Texas and across the nation.
Phone Number 713.391.8044
Contact Email info@kdkpwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management
Offers comprehensive wealth management solutions including family office services, focusing on personalized financial planning and risk management.
Financial Planning
Involves creating tailored financial plans that address clients' specific financial goals and needs.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
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— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
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— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
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— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
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— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
obfuscation
— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
—
obfuscation
— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
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— Venture - Series Unknown
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Venture Round - KDK Private Wealth Management Logo
Venture Round - KDK Private Wealth Management
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— Venture - Series Unknown

Investors

Investments

Number of Funds 3

Investment Breakdown

Number of Funds 3
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 9

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

141
76.25%
 in past month

IT Spend

$77.7KThis year, KDK Private Wealth Management is projected to spend $77.7K on IT, according to Aberdeen.

Active Website Tech Count

37KDK Private Wealth Management is actively using 37 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is KDK Private Wealth Management's headquarters? KDK Private Wealth Management is located in Houston, Texas, United States.When was the last funding round for KDK Private Wealth Management? KDK Private Wealth Management closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are KDK Private Wealth Management's competitors? Alternatives and possible competitors to KDK Private Wealth Management may include Stonehage Fleming Family & Partners, Cerity Partners, and  Cresset.How much funding has KDK Private Wealth Management raised to date? KDK Private Wealth Management has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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