Krd Wealth Management, LLC

KRD Wealth Management, LLC, established in 2021 and registered with the SEC in February 2022, offers fee-based financial planning and investment management services. The firm assists clients in determining their risk profile, investment goals, and objectives, managing client assets on a non-discretionary or discretionary basis. Services include portfolio management, selection of third-party money managers, and ERISA services for retirement plans. KRD Wealth Management provides financial planning services analyzing net worth, cash flow, taxes, and more. The firm manages $98,532,392 in client assets as of December 31, 2023, with fees based on a percentage of assets under management. Clients may pay fees ranging from 1.00% to 0.55% per annum based on asset levels. The firm does not charge performance-based fees and has no disciplinary events to disclose. Investment strategies include long-term purchases, short-term purchases, and option writing. KRD Wealth Management uses fundamental, technical, and cyclical analysis in security analysis. Clients have the option to provide investment discretion and are responsible for proxy voting. The firm does not vote proxies on behalf of clients. KRD Wealth Management does not have custody of client funds or securities and does not solicit prepayment of fees exceeding $1,200 per client.