Steven Daniel Gormley
Investment adviser representative at Kwb Wealth
17 yearsExperience
1 stateRegistered in
$1.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Kwb Wealth, Inc.May 2020 to now
- LPL Financial LLCApr 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kwb Wealth
$1.2BAssets managed
1,971Clients
10Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5009927
- Firm CRD
- 300921