Kwadwo Osei
Atwima Wealth · Sacramento, California
Kwadwo Osei is a fee-only financial advisor at Atwima Wealth in Sacramento, California, who holds the CFA credential. Kwadwo focuses on retirement planning. Atwima Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Atwima Wealth |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $712K across 7 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, MA, NY, TX · CRD 7582436 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.atwimawealth.com |
How Kwadwo's firm compares
- Atwima Wealth's average account is about $102,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Kwadwo
Is Kwadwo Osei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kwadwo holds no broker registration, and Atwima Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kwadwo charge for financial advice?
Kwadwo's firm, Atwima Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kwadwo Osei based?
Kwadwo Osei is based in Sacramento, California.
What does Kwadwo specialize in?
Kwadwo's specialties include retirement planning.
What credentials does Kwadwo Osei hold?
Kwadwo Osei holds the CFA credential.
Is Kwadwo Osei registered with the SEC?
Yes. Kwadwo Osei is registered as an investment adviser representative in CA, MA, NY and TX (CRD 7582436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwima Wealth manage?
Atwima Wealth reports $712K across 7 accounts in assets under management.
How do I contact Kwadwo Osei?
Through Kwadwo's website, www.atwimawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atwima Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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