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Krm Wealth Management L.L.C.

● SEC registered since 2022CRD 173929SEC# 801-126100Reno, NV
Export (members)
Reg. AUM
$198.6M
Employees
3
Accounts
731
Location
Reno, NV

Krm Wealth Management L.L.C. assets under management

Krm Wealth Management L.L.C. is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2022. It reports $198.6 million in regulatory assets under management and employs 3 people.
www.vantagewealthplanning.comView on SEC.gov ↗

Krm Wealth Management L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Benson Patrick Mathews ControlGeneral Partner50-75%2018
Kyle R McCann ControlManaging Member And Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Krm Wealth Management L.L.C. manage?

Krm Wealth Management L.L.C. reports $198.6 million in regulatory assets under management on its Form ADV.

How many employees does Krm Wealth Management L.L.C. have?

Krm Wealth Management L.L.C. reports 3 employees.

Where is Krm Wealth Management L.L.C. located?

Krm Wealth Management L.L.C. is based in Reno, NV and has been SEC-registered since 2022.

Does Krm Wealth Management L.L.C. disclose fund performance?

Krm Wealth Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3748 Lakeside Dr., Suite 100, Reno, NV 89509
Phone775-502-8484
Office hours9a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198.6M
Non-discretionary$0
Total (RAUM)$198.6M