KRAMER WEALTH MANAGEMENT

KRAMER WEALTH MANAGEMENT of NIPOMO, CA is an SEC-registered investment adviser (CRD 342698).

Registration

• CRD: 342698
• Type: Registered investment adviser
• Location: 1185 SWALLOWTAIL WAY, NIPOMO, CA, 93444
• Phone: 9163859702
• Latest filing: 2026-08-06
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: 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 342698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search