Kary Jay Bartmasser

Employer firm

Kb Private Wealth Management Group CRD 309208

$8.52M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1994 → Present
  Bartmasser & Company Cpa
  Beverly Hills, CA
• 07/2005 → 11/2019
  Wealth Resources Group
  Beverly Hills, CA
• 06/2020 → Present
  Kb Private Wealth Management Group Llc
  Beverly Hills, CA

Previous Registrations

• 2005-08-24 → 2019-11-04
  Wealth Resources Group
  Woodland Hills, CA
  Agoura Hills, CA
  Beverly Hills, CA
• 2005-07-14 → 2005-08-24
  Fb Financial Llc
  Woodland Hills, CA

Other Businesses

1) BARTMASSER & CO, CPAS; NON-INVESTMENT-RELATED; 8913 W OLYMPIC BOULEVARD, SUITE 205, BEVERLY HILLS, CA 90211; OWNER AND CERTIFIED PUBLIC ACCOUNTANT; PROVIDES INCOME TAX PREPARATION AND ACCOUNTING SERVICES; START DATE: 02/2005; 160 HOURS/MONTH. 2) CA REAL ESTATE AGENT; NOT-INVESTMENT-RELATED; 8913 W OLYMPIC BOULEVARD, SUITE 205, BEVERLY HILLS, CA 90211; START DATE: 10/1984; REAL ESTATE AGENT/BROKER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-13

Other Names

• Kary Bartmasser