KO
Kwadwo A. Osei
ATWIMA WEALTH MANAGEMENT LLC
SACRAMENTO, CA 95825
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CRD#: 7582436
KO
Professional summary
Kwadwo Asante Osei is a registered financial advisor currently at ATWIMA WEALTH MANAGEMENT LLC located in Sacramento, California.
Kwadwo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kwadwo has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INTEGRITY GROWTH PARTNERS, INVESTMENT RELATED, LOS ANGELES, CA, PRIVATE EQUITY FIRM, VP OF FINANCE & CHIEF COMPLIANCE OFFICER, 10/2021, 40 HOURS PER WEEK, 40 HOURS PER WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Kwadwo Asante Osei's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 24, 2024 - Present
ATWIMA WEALTH MANAGEMENT LLC
Office #1: 3400 Cottage Way, Ste G2, Sacramento, CA 95825RIA
CRD#: 333085
SACRAMENTO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/24/2024)
IAR
Massachusetts(11/1/2024)
IAR
New York(3/26/2025)
Exams
Current Firm
AW
ATWIMA WEALTH MANAGEMENT LLC
ATWIMA WEALTH MANAGEMENT LLC
CRD#: 333085 / SEC#:
California
Registered Investment Advisory firm - (10/24/2024 Approved)Massachusetts
Registered Investment Advisory firm - (11/1/2024 Approved)New York
Registered Investment Advisory firm - (3/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 Cottage Way Ste G2, Sacramento, CA 95825
Mailing Address
Phone number
(508) 335-0995
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
ATWIMA WEALTH MANAGEMENT LLC
CRD#: 333085Sacramento, CA 95825TRUST BUT VERIFY
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