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Building 2KAISER WEALTH MANAGEMENT

Map pin
Phone307-634-1547
NotebookSEC #801-55812
Total AUM
$36.6M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
307-634-1547
Other Offices
1

ReceiptFinancials

Total AUM
$36.6M
Accounts
14
Discretionary
$36.6M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2.1M
Government Entity Clients
1
AUM
$29.1M
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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