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Kamichu Wealth Management LLC

SEC-registered investment adviserCRD 295412

Filed as KAMICHU WEALTH MANAGEMENT LLC

Kamichu Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

8 years
registered since 2018
$258,075,691
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kamichu Wealth Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Kamichu Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

How much does Kamichu Wealth Management LLC charge?

Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Is Kamichu Wealth Management LLC registered with the SEC or a state?

Kamichu Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 295412.

How much does Kamichu Wealth Management LLC manage?

Kamichu Wealth Management LLC reports $258,075,691 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (65% discretionary).

How have Kamichu Wealth Management LLC's assets and staff changed since 2021?

In the Form ADV data for Kamichu Wealth Management LLC: Regulatory assets under management: $339,449,841 in the October 2021 data and $258,075,691 in the October 2026 data, down 24%. Total employees: 13 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Kamichu Wealth Management LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (10).

Which custodians does Kamichu Wealth Management LLC use?

Kamichu Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Kamichu Wealth Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/295412

Does Kamichu Wealth Management LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 3, 2026 says: "Kamichu generally does not impose a minimum relationship size."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

The brochure's wording
Wealth management fees range up to 1.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.
Fees may be negotiable at the sole discretion of the Advisor.

Account minimum: None

The brochure's wording
Kamichu generally does not impose a minimum relationship size.

As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$258,075,691

$258,075,691 as of October 2026, filing dated March 3, 2026.

Discretionary: $166,849,735.Non-discretionary: $91,225,956.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 10 Assets $3,057,535 (1%)
High net worth individuals
Clients 10 Assets $255,018,156 (99%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 8. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
NV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$339M 2021 $272M 2022 $229M 2023 $206M 2024 $240M 2025 $258M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$258,075,6918March 3, 2026
October 2025$239,950,6387February 28, 2025
October 2024$205,727,42818March 13, 2024
October 2023$229,157,82519March 13, 2023
October 2022$271,604,19115March 8, 2022
October 2021$339,449,84113March 8, 2021

Regulatory assets under management: $339,449,841 in the October 2021 data and $258,075,691 in the October 2026 data, down 24%.

Total employees: 13 in October 2021 and 8 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kamichu Wealth Management LLC (CRD 295412): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kamichu-wealth-management-llc-295412