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KRM WEALTH MANAGEMENT L.L.C.

UUID74c98433-f94b-58f6-bba6-4fe6b8bde219
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 173929 173929 1.0
sec_file_number 801-126100 801-126100

Profile

WebsiteHTTPS://WWW.VANTAGEWEALTHPLANNING.COM
HQ CityRENO
HQ StateNV
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • VANTAGE WEALTH PLANNING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)198,568,398.0
  • RAUM (discretionary)198,568,398.0
  • Actionable assets134,920,220.0
  • Accounts731.0

Institutional Clients

  • Government AUM
  • Pension AUM8,024,453.0
  • Charitable AUM
  • HNW AUM123,780,655.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.