RIA Intel›Advisers›Wyoming›KENOBI WEALTH LLC

KENOBI WEALTH LLC

Advisory

WY

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account
$94K
across 70 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

LEGACY WEALTH CAPITAL, LLC.
$7M
TETON WEALTH MANAGEMENT, INC.
$7M
WATER DOG ASSET MANAGEMENT LLC
$6M
+23.5% 1Y
KELLER INVESTMENT ADVISORS LLC
$6M
EQUITY FINANCIAL MANAGEMENT
$5M
SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP
JACKSON, WY
$5M

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