RIA Intel›Advisers›Nevada›KMI WEALTH LLC

KMI WEALTH LLC

Advisory

RENO, NV

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in NV

#129

of 130 advisers by AUM

Average account

$307K

across 179 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$53M

Non-Discretionary AUM$2M

Discretionary %96.2%

Total Clients191

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV, TX

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

191 clients

7 high-net-worth

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

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Advisers of similar size in NV

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

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$53M

SAHARA INVESTMENT GROUP, LLC

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ANCORA WEST ADVISORS, LLC

$52M

ALPINE ASSET MANAGEMENT LLC

ZEPHYR COVE, NV

$52M

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