Steven
Gormley
Kwb Wealth
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About this Advisor
Steven Gormley is a financial advisor working in Redlands, California with 3 years of industry experience. Gormley is currently employed by Kwb Wealth. The advisor has gained experience at Lpl Financial LLC and Kwb Wealth, Inc. Gormley holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Kwb Wealth is a financial advisory company that has its headquarters in Redlands, CA. It has a total of 10 advisors. It controls $700 million in assets under management across its 2,440 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,440 customer accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Kwb Wealth performs 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 which services the firm provides the client. Fees charged by Kwb Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Steven Gormley Work History
Steven has been registered as a financial advisor for 3 years.*
Kwb Wealth, Inc
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 Steven Gormley 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
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