Michael
Razzouk

Kwb Wealth

CRD#5237071
Investment Advisor
in Redlands, CA

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About this Advisor

Michael Razzouk is a financial advisor operating out of Redlands, California, with 3 years of industry experience. Razzouk currently works for Kwb Wealth. Their career trajectory has included roles at Lpl Financial LLC and Kwb Wealth. Razzouk holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Kwb Wealth is a firm headquartered in Redlands, CA. The firm has a total of 10 employees. It has $700 million in assets under management across its 2,440 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,440 client accounts, 40% are associated with high-net-worth investors who have greater than $1 million in assets. Kwb Wealth offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Kwb Wealth typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1782 Orange Tree Lane
Redlands, CA 92374

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Kwb Wealth Brokerage Details

Total Assets Under Management

$699,769,605

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

2,440

CA Average: 3,727
Average Account Size

$286,791

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Razzouk Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kwb Wealth

2009 - Present (15 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Razzouk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kwb Wealth

Rachel Bubb
Redlands, CA
Igor Nikachin
Redlands, CA
Claire Olmstead
Redlands, CA
Michael Razzouk
Redlands, CA
Quentin Bubb
Redlands, CA
Steven Gormley
Redlands, CA
Diana Sailler
Redlands, CA
Robert Bullock
Redlands, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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