KILZER WEALTH MANAGEMENT

KILZER WEALTH MANAGEMENT of CARMEL, CA is an SEC-registered investment adviser (CRD 134100). Regulatory assets under management: $15.4M.

Registration

• CRD: 134100
• Type: Registered investment adviser
• Location: 26465 CARMEL RANCHO BL # 4, CARMEL, CA, 93923
• Phone: 831-624-7783
• Latest filing: 2026-02-03
• Regulatory AUM: $15.4M
• Discretionary AUM: $8.1M
• Non-discretionary AUM: $7.3M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search