Rachel
Bubb
Kwb Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Rachel Bubb is a certified financial planner working out of Redlands, California with 3 years of relevant experience. Bubb works at Kwb Wealth. Over the course of their career, Bubb has held roles at Full-Time Education, Cal Alumni Association, Catalina Scuba Luv, Dashe Cellars, Wine On Piedmont, Butler Green Farms, Playa Viva, Lpl Financial, LLC and Kwb Wealth. Bubb has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Kwb Wealth is a registered investment business that has its headquarters in Redlands, CA. The firm has a total of 10 advisors. It oversees $700 million in assets under management across its 2,440 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,440 customer accounts, 40% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of financial services. However, fee types charged by Kwb Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kwb Wealth Brokerage Details
$699,769,605
10
2,440
$286,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Rachel Bubb Work History
Rachel has been registered as a financial advisor for 3 years.*
Kwb Wealth
Lpl Financial, LLC
Playa Viva
Butler Green Farms
Dashe Cellars
Wine On Piedmont
Cal Alumni Association
Full-Time Education
Cal Alumni Association
Full-Time Education
Full-Time Education
Catalina Scuba Luv
Full-Time Education
*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 Rachel Bubb 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
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
