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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2001
- Office Locations
- 1
Office Locations
About Kelmar Capital Management, LLC
Kelmar Capital Management, LLC is a Pasadena-based RIA. The firm has been operating for 25 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY WEITE WANG
PRINCIPAL
- CRD
- #2785999
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,200,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kelmar Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.