Kamichu Wealth Management LLC
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Overview
Kamichu Wealth Management LLC operates as a financial advisor company located in Las Vegas, Nevada. The company oversees $229.2 million in assets throughout 28 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). Kamichu Wealth Management LLC has a small team, including 1 financial advisor. Kamichu Wealth Management LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as equities, options and bonds.
Kamichu Wealth Management LLC manages the majority of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing to seek the client's authorization. The firm also manages 13 non-discretionary accounts with a total of $14.9 million in assets. The firm oversees about $8.2 million for every account. The typical financial advisor at Kamichu Wealth Management LLC manages about 28 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is at 8010 West Sahara Avenue, Las Vegas, Nevada 89117. Kamichu Wealth Management LLC is legally allowed to serve customers in the state of Nevada.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kamichu Wealth Management LLC by the Numbers
$229.2 million
19
28
$8.2 million
Products and Services
Kamichu Wealth Management LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Notably, the company did not provide any of its customers with financial planning services in the previous financial year. Kamichu Wealth Management LLC does not sell products or offer services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Kamichu Wealth Management LLC may include any blend of the following fee structures: asset-based, fixed or performance-based. Kamichu Wealth Management LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Kamichu Wealth Management LLC provides services to high net worth investors. Out of its 28 clients, Kamichu Wealth Management LLC's largest client type by number of accounts is high net worth investors, though it also serves nine high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kamichu Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kamichu Wealth Management LLC
Las Vegas, NV
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