K
$258.1M Total AUM
$166.8M Disc. AUM
4.2% 3Y CAGR
8 Employees
20 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Kamichu Wealth Management LLC
Kamichu Wealth Management LLC is a LAS Vegas-based RIA. The firm has been operating for 8 years. Managing $258.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch.
Team overview
-- AVG AGE
$258.1M AVG AUM / ADVISOR
$12.9M AVG AUM / CLIENT
7.5 yrs AVG TENURE
8 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
Donna F Beam
Business Analyst, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
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C
Carl V Lupei
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,849,735 | $3,972,613 |
| Non-Discretionary | $91,225,956 | $1,495,507 |
| Total | $258,075,691 | $2,505,589 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Municipal Bonds:
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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