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KMI WEALTH ADVISORS
KMI WEALTH LLC
CRD 313218
375 VASSAR ST, RENO, NV, 89502, United States
Phone
775-223-1484
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.9M
Discretionary AUM
$52.8M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $34.4M |
| High net worth individuals | 7 | $15.3M |
| Pension/profit sharing plans | 3 | $3.6M |
| Charitable organizations | 2 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD