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Steven Daniel Gormley

KWB Wealth

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About Steven Daniel Gormley

Steven Gormley is a registered investment advisor representative with KWB Wealth, Inc. in Redlands, CA. Steven has been in the financial services industry since 2007. Steven has Series 65, 66, and 7 licenses as well as the SIE. Steven specializes in providing portfolio management for individuals and businesses. KWB Wealth, Inc. is a registered investment advisor firm that provides investment advisory services to individuals, businesses, and charitable organizations. The firm has approximately $1 Billion in assets under management. The firm is separate from and independent of LPL Financial.

Firm Information

Steven Gormley is currently registered with KWB Wealth. KWB Wealth is a registered investment advisor based in Redlands, CA. They provide financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages approximately $1 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. They are a team of nine investment advisor representatives who are dedicated to helping their clients achieve their financial goals.
KWB Wealth

1782 ORANGE TREE LANE

REDLANDS, CA 92374

$1.01B

Assets Under Management

94

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Gormley’s Registration & Firm History

CA

05/18/2020 - Present

KWB Wealth (REDLANDS CA)

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Licenses & Designations

BOTH

Issued 07/20/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/15/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Daniel Gormley.
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