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| Kaiser Wealth Management
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|
|---|---|
| CRD # | 111000 |
| SEC # | 801-55812 |
| CIK # | 0001621465 |
| AUM | $36.6 M (2025-10-09) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 307-634-1547 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 29.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 36.6 |
| By Discretionary | ||
| Discretionary | 14 | 36.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 36.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 36.6 | |
| Total | 14 | 36.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patriot Asset Management Inc
✚
|
0.0 | |
|
Invictus Advisory Services LLC
✚
|
NY | 0.0 |
|
Volumetric Advisers Inc
✚
|
0.0 | |
|
Hermitage Wealth Management Inc
✚
|
VA | 0.0 |
|
Select Investment Solutions LLC
✚
|
DC | 0.0 |
|
DARK Horse Wealth LLC
✚
|
NY | 0.0 |
|
Stone Ridge Advisors LLC
✚
|
0.0 | |
|
Palm Springs Advisory LLC
✚
|
0.0 | |
|
TAG Associates Florida LLC
✚
|
NY | 0.0 |
|
Supreme Alliance LLC
✚
|
0.0 |