K
$54.9M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
1 Employees
191 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2022
- Office Locations
- 1
Office Locations
375 Vassar ST Reno NV
About KMI Wealth Advisors
KMI Wealth Advisors is a Reno-based RIA. The firm has been operating for 4 years. Managing $54.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.
Team overview
40 AVG AGE
$54.9M AVG AUM / ADVISOR
$287.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ANDREW MAYER
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
K
KRISTEN A MAYER
Chief Compliance Officer, Founder
- CRD
- #6266435
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,796,085 | -- |
| Non-Discretionary | $2,084,320 | -- |
| Total | $54,880,405 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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