Kaiser Wealth Management is a large advisory firm based in Cheyenne. It manages $135.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.
Kaiser Wealth Management provides financial planning services and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kaiser Wealth Management is $135.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 351% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kaiser Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Todd Patrick Bishop has been acting as President since 1 Feb 2006. Melissa Rilynn Loner joined the executive team most recently as the Vp Compliance/Operations/Chief Compliance Officer.
The principal office where Kaiser Wealth Management performs its advisory services is located at 1620 Pershing Blvd Suite 110, Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 307-634-1547 or by fax 307-634-1546. The normal business hours are 9:00am-5:00pm on Monday - Friday.