CRD: 171327
KMR Wealth Advisory, LLC
$65.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 07-23-2014
- Office Locations
- 1
Office Locations
1042 Pacific Street Suite C SAN Luis Obispo CA
About KMR Wealth Advisory, LLC
KMR Wealth Advisory is an independent advisor providing personalized wealth management for individuals and families. The firm delivers ongoing, collaborative financial planning and investment management using an academically based investment planning approach, with technology that lets clients monitor progress. Registered RIA (CRD 171327) and works with custodians such as Charles Schwab.
Team overview
59 AVG AGE
$65.7M AVG AUM / ADVISOR
$663.8K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Optima North
Custodian
Pathway delta Fusion value Unison radial
Investment Themes
Matrix harbor Fusion Insight
Investment Vehicles
Catalyst
Platform
Crest Momentum optima
Services
Element Eagle Timber fusion Summit Bridge foundation Atlas peak Signal Vertex wave Summit oak Value ridge
Technology
Meridian prime
Owner & Executives
KRISTIN MARIE RASMUSSEN
Advisor, Chief Compliance Officer, Owner, President
- CRD
- #2298759
- Ownership
- 75% or more
(967) 715-3252
oak.catalyst@momentumcapital.com
in linkedin.com/in/vertex-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,716,048 | -- |
| Total | $65,716,048 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,716,048
Public Funds:
25.3% Equity - Exchange:
45.6% U.S. Government/Agency:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $209,001,922 | 25.3% |
| Equity - Exchange | $376,699,116 | 45.6% |
| U.S. Government/Agency | $240,393,515 | 29.1% |
| Total | $826,094,553 | 100.0% |