Kesler, Norman & Wride, Llc
- Regulatory AUM
- $661M
- Discretionary
- $659M
- Clients
- 961
- Avg AUM / client
- $688K
- Accounts
- 2,122
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 748 | $173M | 26.1% |
| High net worth individuals | 183 | $448M | 67.7% |
| Pension and profit sharing plans | 15 | $14.6M | 2.2% |
| Charitable organizations | 8 | $14.8M | 2.24% |
| Corporations and other businesses | 7 | $11.5M | 1.74% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darcy Jones Wride | Managing Member | Mar 2020 (6y) | ≈ 7.5% – 25% via Haydar Properties Llc | |
| Kesler, Kevin, Clark | Managing Member | Mar 2020 (6y) | Less than 5% | |
| Paul M. Norman | Owner Of Pm Norman Wealth Management Inc | CFP | Mar 2020 (6y) | ≈ 7.5% – 25% via Pm Norman Wealth Management Inc |
| Brent Ward Keller | Owner | Jul 2020 (6y) | 10% – 25% | |
| Christopher Dean Kesler | Owner Of Cd Kesler Wealth Management Inc | Jul 2020 (6y) | ≈ 7.5% – 25% via Cd Kesler Wealth Management, Inc. | |
| Garrett Gill Smith | Chief Compliance Officer | Jul 2020 (6y) | ≈ 7.5% – 25% via Ggs Wealth Management, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kesler Wealth Management Inc | Owner | Mar 2020 | A | 25% – 50% |
| Pm Norman Wealth Management Inc | Owner | Mar 2020 | A | 10% – 25% |
| Haydar Properties Llc | Owner | Mar 2020 | A | 10% – 25% |
| Ggs Wealth Management, Inc. | Owner | Feb 2024 | A | 10% – 25% |
| Cd Kesler Wealth Management, Inc. | Owner | Feb 2024 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Darcy Jones Wride: 75% – 100% of Haydar Properties Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Paul M. Norman: 75% – 100% of Pm Norman Wealth Management Inc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Christopher Dean Kesler: 75% – 100% of Cd Kesler Wealth Management, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Garrett Gill Smith: 75% – 100% of Ggs Wealth Management, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- TradePMR $668M (101% of AUM) Jun 2026
- Wells Fargo $510M (100% of AUM) Oct 2024
- Truist Financial Corp $9.4M (1% of AUM) Jun 2026
- Altruist Financial $9.4M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗