Kaiser Wealth Management
CRD 111000SEC# 801-55812
No longer SEC-registered. Kaiser Wealth Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$36.6M
Employees
1
Accounts
14
Location
—
Kaiser Wealth Management assets under management
Kaiser Wealth Management is an SEC-registered investment adviser. It reports $36.6 million in regulatory assets under management and employs 1 people.
Kaiser Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Patrick Bishop Control | President/Ceo/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Kaiser Wealth Management manage?
Kaiser Wealth Management reports $36.6 million in regulatory assets under management on its Form ADV.
How many employees does Kaiser Wealth Management have?
Kaiser Wealth Management reports 1 employees.
Does Kaiser Wealth Management disclose fund performance?
Kaiser Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$36.6M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$36.6Mregulatory AUM
Discretionary $36.6M