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- Custodian
- Charles Schwab & Company · Folio Investments · Interactive Brokers
- Clients
- Retail
- Platforms
- Value harborGlacier crest
- Established Date
- 02-10-2014
- Office Locations
- 1
Office Locations
About Kanu Asset Management, LLC
Kanu Asset Management (WealthRx for Doctors) is an RIA focused on physicians, pairing financial planning and investment management with coordinated tax strategy to help reduce taxes, manage risk, and build multigenerational wealth and legacy goals. The firm works with tax strategists via a virtual family office approach and its “WealthRx Path to Wealth” framework; portfolios are primarily implemented with ETFs and public funds (Schwab custody).
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Owner & Executives
ENYINNAYA IHECHITURU KANU
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #1863520
- Ownership
- 75% or more
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Derek Jay Howell
--
- CRD
- #7317149
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,248,125 | -- |
| Non-Discretionary | $779,050 | -- |
| Total | $16,027,175 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,027,175
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,455,997,984 | 50.1% |
| Public Funds | $2,757,204,341 | 31.0% |
| Cash | $1,681,005,228 | 18.9% |
| Total | $8,894,207,553 | 100.0% |