Kaiser Wealth Management
Kaiser Wealth Management is an SEC-registered wealth manager with $36.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Kaiser Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111000, data through 2025-10-09.
- AUM (assets under management / regulatory AUM)
- $36.6M (2025-10-09)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 11
- CRD
- 111000
- Ownership
- ZIMMERMAN, GAIL, DEAN; BISHOP, TODD, PATRICK; BAXTER, DANIEL, GEORGE; RICHARDSON, HAROLD, BARRETT; LONER, MELISSA, RILYNN
How much AUM does Kaiser Wealth Management have?
Kaiser Wealth Management reported $36.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-09).
Who owns Kaiser Wealth Management?
Disclosed owners and executives of Kaiser Wealth Management include ZIMMERMAN, GAIL, DEAN, BISHOP, TODD, PATRICK, BAXTER, DANIEL, GEORGE, RICHARDSON, HAROLD, BARRETT, LONER, MELISSA, RILYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.