KANE COMPANY WEALTH MANAGEMENT, INC.
  • KANE COMPANY WEALTH MANAGEMENT, INC.
  • KANE COMPANY WEALTH MANAGEMENT PC
  • KANE COMPANY, P.C.

Adviser Profile

As of Date 04/02/2026
Registration SEC, Approved, 09/24/2019
Other registrations (1)
ADV Location JOHNSTON, IA, United States
Contact Info 515 xxxxxxx
Websites
AUM* 284,748,782 42%
of that, discretionary 283,468,314 43%
Number of Employees 5 67%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 397,139 23%
% High Net Worth 38.61% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary