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VANTAGE WEALTH PLANNING
KRM WEALTH MANAGEMENT L.L.C.
CRD 173929 · SEC 801-126100
3748 LAKESIDE DR., SUITE 100, RENO, NV, 89509, United States
Phone
775-502-8484
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.7M
Discretionary AUM
$264.7M
Team
4 total employees; 3 advisory reps; 23 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $78.5M |
| High net worth individuals | 99 | $172.3M |
| Pension/profit sharing plans | 8 | $10.3M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD