KB
CFA · CFP
KB
CFA · CFP

Kenneth Neil Bauso

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth is an Investment Advisor Representative for Huckleberry Capital Management, LLC since 2019 and with Maridea Wealth Management since 2024. The dual registration is strictly for transitional purposes only.

Employment History
Current Registrations
Maridea Wealth Management
February 2024 - Present · 2 yrs
Previous Registrations
Huckleberry Capital Management, LLC
November 2019 - November 2024 · 5 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.