KPP Wealth Hub

Content rating
Everyone
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.
KPP Wealth Hub for KPP Financial clients
Updated on
Jul 19, 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
Content rating
Everyone
Learn more

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