|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kamichu Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 295412 |
| SEC # | 801-113441 |
| CIK # | |
| AUM | $240.0 M (2025-02-28) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 702-324-4324 |
| Address | 1981 Fenchurch Ct Las Vegas, NV 89117 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.6 |
| (b) Individuals (high net worth individuals) | 8 | 236.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 240.0 |
| By Discretionary | ||
| Discretionary | 44 | 170.9 |
| Non-Discretionary | 54 | 69.1 |
| Total | 98 | 240.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.0 | |
| Total | 98 | 240.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |
|
Miller Capital Partners Inc
✚
|
MI | 0.2 |
|
Impact Capital LLC
✚
|
MD | 0.2 |
|
Fort Henry Capital LLC
✚
|
WV | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Retirementadvice JKA
✚
|
CA | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
Leo H Evart Inc
✚
|
CA | 0.2 |