KMR WEALTH ADVISORY, LLC

KMR WEALTH ADVISORY, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 171327). Regulatory assets under management: $65.7M.

Registration

• CRD: 171327
• Type: Registered investment adviser
• Location: 1042 PACIFIC STREET SUITE C, SAN LUIS OBISPO, CA, 93401
• Phone: 805-546-9664
• Latest filing: 2026-03-16
• Regulatory AUM: $65.7M
• Non-discretionary AUM: $65.7M
• Clients: 1
• Accounts: 207

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search