Kent
Kuhlmann
Avior Wealth Management, LLC
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About this Advisor
Kent Kuhlmann is a financial advisor based in Napa, California, working with Avior Wealth Management, LLC. Kent has previously held positions at Lpl Financial, LLC, Strategic Wealth Advisors Group, Kuhlmann Associates Financial, Avior Wealth Management, LLC, and Cwm, LLC. Kent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kent is part of Avior Wealth Management, LLC, which operates out of Napa, California. The firm has 12 offices and 204 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Avior Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avior Wealth Management, LLC Brokerage Details
$3,986,353,586
204
3,710
$1,074,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Kent Kuhlmann Work History
Avior Wealth Management, LLC
Cwm, LLC
Strategic Wealth Advisors Group
Kuhlmann Associates Financial
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Kent Kuhlmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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