KDV WEALTH MANAGEMENT, LLC

12 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-17 YoYRank #2012 of mapped providers

Assets under administration$28M0.0%Market share · rank #7672

Fees received$28,908Median $14,454/planSum across Schedule C direct + indirect

Net wins YoY-141 won · 15 lostPlan-level switch detection

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