No longer SEC-registered. Kaiser Wealth Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$36.6M
Employees
1
Accounts
14
Location
—
Kaiser Wealth Management assets under management
Kaiser Wealth Management is an SEC-registered investment adviser. It reports $36.6 million in regulatory assets under management and employs 1 people.
Kaiser Wealth Management reports $36.6 million in regulatory assets under management on its Form ADV.
How many employees does Kaiser Wealth Management have?
Kaiser Wealth Management reports 1 employees.
Does Kaiser Wealth Management disclose fund performance?
Kaiser Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.