Rachel Alisa Bubb
Investment adviser representative at Kwb Wealth
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.2BFirm assets
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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
10 years in the industry.
- Kwb WealthMay 2020 to now
- LPL Financial, LLCJul 2018 to now
- Playa VivaFeb 2018 to May 2018
- Butler Green FarmsMar 2017 to Nov 2017
- Wine On PiedmontNov 2016 to Feb 2017
- Dashe CellarsAug 2016 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6989425
- Firm CRD
- 300921