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KMR WEALTH ADVISORY, LLC

Advisory

SAN LUIS OBISPO, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA
#3,187
of 5,480 advisers by AUM
Average account
$317K
across 207 accounts
AUM per adviser
$66M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$66M
Discretionary %
0%
Clients
99
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$66M
Discretionary AUM$0
Non-Discretionary AUM$66M
Discretionary %0%
Total Clients99
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

FLEMING, ANN MURIEL
WALNUT CREEK, CA
$66M
VECTOR FINANCIAL SOLUTIONS, INC.
ESCONDIDO, CA
$66M
CARRUTHERS, BRIAN, ROGER
LAGUNA BEACH, CA
$66M
+4.1% 1Y
GAVRICH, ROBERT JAN
$66M
0.0% 1Y
PLEXUS FINANCIAL GROUP, INC.
LAKE FOREST, CA
$66M
+0.1% 1Y
FERNANDEZ FINANCIAL ADVISORY, L.L.C.
LOS ALAMITOS, CA
$66M

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