KMI WEALTH ADVISORS

KMI WEALTH ADVISORS of RENO, NV is an SEC-registered investment adviser (CRD 313218). Regulatory assets under management: $54.9M.

Registration

• CRD: 313218
• Type: Registered investment adviser
• Location: 375 VASSAR ST, RENO, NV, 89502
• Phone: 775-223-1484
• Latest filing: 2026-04-09
• Regulatory AUM: $54.9M
• Discretionary AUM: $52.8M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search