|
⚲
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| KRM Wealth Management LLC
✚
| |
|---|---|
| CRD # | 173929 |
| SEC # | 801-126100 |
| CIK # | |
| AUM | $169.7 MM (2024-03-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 775-502-8484 |
| Address | 3748 Lakeside Dr Reno, NV 89509 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 62.4 |
| (b) Individuals (high net worth individuals) | 64 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 663 | 169.7 |
| By Discretionary | ||
| Discretionary | 663 | 169.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 663 | 169.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.7 | |
| Total | 663 | 169.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |
|
Hedges Asset Management LLC
✚
|
NV | 0.2 |
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Adolos Asset Management
✚
|
NC | 0.2 |
|
Navigen LLC
✚
|
WI | 0.2 |
|
Financial Management Services of America LLC
✚
|
FL | 0.2 |
|
Red Mountain Financial Partners LLC
✚
|
CO | 0.2 |
|
Drum Hill Capital LLC
✚
|
CT | 0.2 |