KAMICHU WEALTH MANAGEMENT LLC
Adviser information for KAMICHU WEALTH MANAGEMENT LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 36 | $193.8M |
| Non-Discretionary | 49 | $11.9M |
| Total | 85 | $205.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $14.2M |
| HNW Individuals | <5 | $191.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113441 |
|---|---|
| SEC ERA File Number | 801-113441 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 295412 |
| Legal Entity Identifier | None |
Principal Office
1981 FENCHURCH CT.LAS VEGAS
NV
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: (702) 324-4324, Fax: None
Chief Compliance Officer
CARLOS MUNGARAY
1981 FENCHURCH CT.
LAS VEGAS
NV
United States
Tel:
(702) 324-4324
C*****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Beam, Donna, F | Individual | – | OWNER | 07/2019 | 10-25% |
| THORNTON, MASTON, TAYLOR | Individual | – | OWNER & CEO | 04/2018 | 10-25% |
| MUNGARAY, CARLOS | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | 10-25% |
| Lupei, Carl, V | Individual | – | OWNER | 07/2019 | 10-25% |
| Pizio, Edward, J | Individual | – | OWNER | 07/2019 | 10-25% |