Kaiser Wealth Management

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Assets, Funds, Holdings

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Kaiser Wealth Management
CRD #111000
SEC #801-55812
CIK #0001621465
AUM $34.6 MM (2024-03-29)
Employees 1 (100% Investors, 100% Brokers)
Phone307-634-1547
Address6101 Yellowstone Road Suite 123
Cheyenne, WY 82009
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16012896643202000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 0.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 3 25.8
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 8.4
(n) Other 0 0.0
Total 11 34.6
By Discretionary
Discretionary 11 34.6
Non-Discretionary 0 0.0
Total 11 34.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 34.6
Total 11 34.6
Comparable Firms State AUM ($BB)
Native American Fund Advisors LLC
OK 0.0
DDO Advisory Services LLC
NY 0.0
Polaris Financial LLC
MA 0.0
Pathway Partners Wealth Advisors LLC
NY 0.0
Retirewell Plans LLC
NY 0.0
Inverlochy Capital Inc
0.0
Patriot Asset Management Inc
NY 0.0
R F Lafferty & Co Inc
NY 0.0
Double DUTY Money Management LLC
NY 0.0
Phase Line Capital LLC
GA 0.0
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