K
$15.4M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Trust Company OF America
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-1986
- Office Locations
- 1
Office Locations
26465 Carmel Rancho BL # 4 Carmel CA
About Kilzer Wealth Management
Kilzer Wealth Management is a Carmel-based RIA. The firm has been operating for 39 years. Managing $15.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
75 AVG AGE
$15.4M AVG AUM / ADVISOR
$905.4K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BARRY MILO KILZER
Owner
- CRD
- #4968508
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,051,375 | -- |
| Non-Discretionary | $7,339,688 | -- |
| Total | $15,391,063 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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