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advised by K••••••••• WEALTH MANAGEMENT, INC.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 15, 2024 | $4.6M | 15 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| E••• W••• B••• | E••• W••• B••• | Pasadena | California | United States | no | n/a |
| M•••••• L•••• V•••••• S••••••• G•••• | M•••••• L•••• V•••••• S••••••• G•••• | SAN FRANCISCO | California | United States | no | n/a |
| 200.0% |
| no |
| K••••••••• V••••••• V• L• |
| Mar 16, 2024 | $4.6M | 15 | $500,000 | 200.0% | no | K••••••••• V••••••• V• L• |
| Jun 7, 2023 | $4.2M | 15 | $500,000 | 100.0% | no | K••••••••• V••••••• V• L• |
| Mar 29, 2023 | $4.2M | 15 | $500,000 | 100.0% | no | K••••••••• V••••••• V• L• |
| May 25, 2022 | $4.4M | 15 | $100,000 | 100.0% | no | K••••••••• V••••••• V• L• |
| May 20, 2022 | $4.4M | 15 | $100,000 | 100.0% | no | K••••••••• V••••••• V• L• |
| Mar 29, 2022 | $4.4M | 15 | $100,000 | 100.0% | no | K••••••••• V••••••• V• L• |
| Apr 29, 2021 | $1.7M | 0 | $100,000 | 100.0% | no | K••••••••• V••••••• V• |
| Mar 28, 2021 | $0 | 0 | $100,000 | 100.0% | no | K••••••••• V••••••• V• |