$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector prime
- Established Date
- 08-10-2020
- Office Locations
- 1
Office Locations
2210 SUN Ranch Village Loop Suite 1D LOS Lunas NM
About Kiehne Wealth & Retirement, LLC
Kiehne Wealth & Retirement is an independent, family-run New Mexico RIA led by Shawn Kiehne and his son Tyler. The firm focuses on retirees and pre-retirees, building personalized retirement and legacy plans with ongoing investment management and planning support, including insurance/annuity considerations when appropriate. Portfolios are primarily ETF-based, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$47.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element matrix Horizon element Quantum
Client Personas
Crest Vertex peak
Custodian
Vital
Investment Themes
Horizon Zenith Prime
Investment Vehicles
Frontier
Services
Insight Alpha Element Peak summit Vector atlas
Technology
Capital vital
Owner & Executives
S
Shawn Brooks Kiehne
Chief Compliance Officer, Managing Member
- CRD
- #6563829
- Ownership
- 75% or more
(322) 866-1245
atlas.bridge@bridgecapital.com
in linkedin.com/in/frontier-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
27.2% Cash:
72.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,654,036,992 | 27.2% |
| Cash | $4,426,981,360 | 72.8% |
| Total | $6,081,018,352 | 100.0% |