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Kaiser Wealth Management
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CRD # | 111000 |
SEC # | 801-55812 |
CIK # | 0001621465 |
AUM | $34.6 MM (2024-03-29) |
Employees | 1 (100% Investors, 100% Brokers) |
Phone | 307-634-1547 |
Address | 6101 Yellowstone Road Suite 123 Cheyenne, WY 82009 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 4 | 0.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 3 | 25.8 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 8.4 |
(n) Other | 0 | 0.0 |
Total | 11 | 34.6 |
By Discretionary | ||
Discretionary | 11 | 34.6 |
Non-Discretionary | 0 | 0.0 |
Total | 11 | 34.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 34.6 | |
Total | 11 | 34.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Native American Fund Advisors LLC
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OK | 0.0 |
DDO Advisory Services LLC
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|
NY | 0.0 |
Polaris Financial LLC
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|
MA | 0.0 |
Pathway Partners Wealth Advisors LLC
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|
NY | 0.0 |
Retirewell Plans LLC
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|
NY | 0.0 |
Inverlochy Capital Inc
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|
0.0 | |
Patriot Asset Management Inc
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|
NY | 0.0 |
R F Lafferty & Co Inc
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|
NY | 0.0 |
Double DUTY Money Management LLC
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|
NY | 0.0 |
Phase Line Capital LLC
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|
GA | 0.0 |