{ "crd_number": 295412, "slug": "kamichu-wealth-management-llc-295412", "primary_business_name": "KAMICHU WEALTH MANAGEMENT LLC", "legal_name": "KAMICHU WEALTH MANAGEMENT LLC", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-06-18", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-03-03", "carried_forward": false, "raum_total": 258075691.0, "raum_discretionary": 166849735.0, "raum_non_discretionary": 91225956.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 8, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 3057535.0, "count": 10 }, "high_net_worth_individuals": { "raum": 255018156.0, "count": 10 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NV" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295412", "city_as_filed": null, "url": "https://advisorcensus.com/firm/kamichu-wealth-management-llc-295412", "display_name": "Kamichu Wealth Management LLC", "summary": "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.", "citation": "AdvisorCensus. Kamichu Wealth Management LLC (CRD 295412): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Kamichu Wealth Management LLC compensated?", "a": "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." }, { "q": "How much does Kamichu Wealth Management LLC charge?", "a": "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." }, { "q": "Is Kamichu Wealth Management LLC registered with the SEC or a state?", "a": "Kamichu Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 295412." }, { "q": "How much does Kamichu Wealth Management LLC manage?", "a": "Kamichu Wealth Management LLC reports $258,075,691 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (65% discretionary)." }, { "q": "How have Kamichu Wealth Management LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Kamichu Wealth Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (10)." }, { "q": "Which custodians does Kamichu Wealth Management LLC use?", "a": "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." }, { "q": "Does Kamichu Wealth Management LLC report any disciplinary disclosures?", "a": "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" }, { "q": "Does Kamichu Wealth Management LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"Kamichu generally does not impose a minimum relationship size.\"" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 339449841.0, "total_employees": 13, "filing_date": "2021-03-08" }, { "period": "2022-10-01", "regulatory_assets_under_management": 271604191.0, "total_employees": 15, "filing_date": "2022-03-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 229157825.0, "total_employees": 19, "filing_date": "2023-03-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 205727428.0, "total_employees": 18, "filing_date": "2024-03-13" }, { "period": "2025-10-01", "regulatory_assets_under_management": 239950638.0, "total_employees": 7, "filing_date": "2025-02-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 258075691.0, "total_employees": 8, "filing_date": "2026-03-03" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 3, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1% of assets a year", "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)" ], "quotes": [ "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." ] }, { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "Kamichu generally does not impose a minimum relationship size." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 1.0, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "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.", "Kamichu generally does not impose a minimum relationship size." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/kamichu-wealth-management-llc-295412.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 10, "fewer_than_5": false, "raum": 3057535.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 10, "fewer_than_5": false, "raum": 255018156.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295412", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }