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KMR WEALTH ADVISORY, LLC
CRD 171327
1042 PACIFIC STREET SUITE C, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-546-9664
Fax
805-546-8276
Registration
— (—)
Source
State registered
Total AUM
$65.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisersNON-DISCRETIONARY INVESTMENT ADVICE WITHOUT TRADING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $35.8M |
| High net worth individuals | 14 | $22.4M |
| Pension/profit sharing plans | 1 | $7.6M |
All web addresses on file
Official SEC filing: View on IAPD