Overview
Assets Under Management: $240 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 8
Average Client Assets: $30 million
Frequently Asked Questions
KAMICHU WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #295412), KAMICHU WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
KAMICHU WEALTH MANAGEMENT LLC is headquartered in LAS VEGAS, NV.
KAMICHU WEALTH MANAGEMENT LLC serves 8 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, KAMICHU WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KAMICHU WEALTH MANAGEMENT LLC manages $240 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, KAMICHU WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.50
Average High-Net-Worth Client Assets: $30 million
Total Client Accounts: 98
Discretionary Accounts: 44
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 295412
Last Filing Date: 2025-02-28 00:00:00
Website: https://srwmg.com