RIA Intel›Advisers›New Mexico›KIEHNE WEALTH & RETIREMENT, LLC

KIEHNE WEALTH & RETIREMENT, LLC

Advisory

LOS LUNAS, NM

Data as of Jan 15, 2025 · Source: SEC Form ADV

Average account

$47K

across 106 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients106

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNM

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

106 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NM

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

GOLDBERG, FRED

$5M

FISH ADVISORY, LLC

$4M

HIGHROCKS WEALTH, LLC

SANTA FE, NM

$6M

WISE HOLDINGS INC.

$7M

MINDFUL INVESTMENT MANAGEMENT COMPANY

SANTA FE, NM

$7M

+11.8% 1Y

RETIREMENT AND INVESTMENT SOLUTIONS, LLC

$7M

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