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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2024
- Office Locations
- 1
Office Locations
About Kiepe Wealth Management
Kiepe Wealth Management (Kiepe Tax Services) provides integrated tax preparation, forward-looking tax planning, and comprehensive financial planning for high-net-worth households (typically $2M–$10M net worth). Led by John Kiepe (CFA, CPA, EA), the firm emphasizes tax-efficient planning and investment strategies, serving clients in Spokane Valley and virtually nationwide, with custody including Charles Schwab.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John Mitchell Kiepe
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #7310325
- Ownership
- 75% or more
Diane Kiepe
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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