KPP Wealth Hub

10+
Downloads
Content rating
Everyone
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About this app

KPP Wealth Hub offers real-time monitoring of investments, portfolio insights, and direct advisor connection for KPP Financial clients. Simplify financial planning, monitor balances, and stay updated with portfolio trends. Secure and tailored for your financial success.
Updated on
Feb 5, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

App support

About the developer
KLEIN, PAVLIS & PEASLEY Financial, Inc.
jklein@kppfinancial.com
4 Park Plz Ste 1010 Irvine, CA 92614-2552 United States
+1 949-291-2223