Kamichu Wealth Management LLC
● SEC registered since 2018CRD 295412SEC# 801-113441
Reg. AUM
$258.1M
Employees
8
Accounts
103
Location
—
Kamichu Wealth Management LLC assets under management
Kamichu Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $258.1 million in regulatory assets under management and employs 8 people.
Kamichu Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl V Lupei | Owner | 10-25% | 2019 |
| Carlos Mungaray Control | Chief Compliance Officer | 10-25% | 2018 |
| Donna F Beam | Owner | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Kamichu Wealth Management LLC manage?
Kamichu Wealth Management LLC reports $258.1 million in regulatory assets under management on its Form ADV.
How many employees does Kamichu Wealth Management LLC have?
Kamichu Wealth Management LLC reports 8 employees.
Does Kamichu Wealth Management LLC disclose fund performance?
Kamichu Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (702) 324-4324 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.1M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$258.1Mregulatory AUM
Discretionary $166.8MNon-discretionary $91.2M