Kwb Wealth
KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. The sky is our limit. We don’t set minimums. And we don’t set maximums. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email invest@kwbwealth.com, or visit our website kwbwealth.com. KWB Wealth is an SEC-registered investment adviser. This platform is solely intended for informational purposes and does not constitute a solicitation or offer to provide investment advisory services or to sell securities. Investing involves risk, including the possible loss of principal. Comments by viewers and/or public recognitions are not indicative of future investment outcomes and do not guarantee that any client or prospective client will experience a particular level of results or satisfaction. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. However, we may remove comments that include personal identifiable information or misinformation, where appropriate.
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Verified contacts
17
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
141
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- CP
Cori Parks
Client Relationship Manager · Customer/Client Service
EmailPhone - KR
Katie Reynosa
Client Experience Manager · Customer/Client Service
EmailPhone - RB
Rachel Bubb
Co-farmer · Other
EmailPhone - KB
Kerry Bubb
President, Chief Wealth Manager · Other
EmailPhone - QB
Quentin Bubb
Chief Operating Officer and Wealth Manager · Operations
EmailPhone - AL
Alena L.
Marketing Coordinator · Advertising & Marketing
EmailPhone - CO
Claire Olmstead
Associate Wealth Manager · Finance & Accounting
EmailPhone - CO
Claire Olmstead
Associate Wealth Manager · Finance & Accounting
EmailPhone - NA
Nancy Abdalla
Customer Service Assistant · Customer/Client Service
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Kwb Wealth
13 distinct titles indexed · top 10 shown.
- 3associate wealth manager
- 2co-farmer
- 2partner, executive wealth manager
- 1()
- 1chief operating officer and wealth manager
- 1client experience manager
- 1client relationship manager
- 1client service assistant
- 1customer service assistant
- 1director of portfolio management
- +3more titles
Sign up to unlock all 17 contacts at Kwb Wealth
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