KIEPE LLC

Advisory

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account

$13K

across 3 accounts

AUM per adviser

$40K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$40K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40K

Discretionary AUM$40K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

ADVANTUS GROUP, LLC

WALLA WALLA, WA

$50K

INKSTONE SECURITIES LLC

MERCER ISLAND, WA

$16K

US FUND MANAGER LLC

$67K

EOD INVESTMENTS, LLC

$100K

Get the full picture on KIEPE LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KIEPE LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans