Leslie Marie Carnahan
Investment adviser representative at Kwb Wealth
10 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
10 years in the industry.
- Kwb WealthJun 2024 to now
- LPL FinancialJun 2024 to now
- Caprice CafeJan 2020 to now
- Packinghouse Christian AcademySep 2020 to Jun 2024
- San Bernardino City Unified School DistrictAug 2019 to Mar 2020
- Aroi Mak Mak RestaurantApr 2019 to Aug 2019
- Judith M. Strutz General DentistOct 2018 to Dec 2018
- Gourmet Pizza ShoppeAug 2018 to Mar 2019
- Unemployed-break After GraduatingJul 2018 to Aug 2018
- California State Polytechnic University Rock WallSep 2017 to Jun 2018
- California State Polytechnic UniversityJan 2017 to Aug 2017
- Mira Costa CollegeJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7945592
- Firm CRD
- 300921