# Kiehne Wealth & Retirement, LLC

> Kiehne Wealth & Retirement, LLC is a state-registered investment advisory firm in Los Lunas, NM, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2025.

- CRD: 309251
- Filed as: KIEHNE WEALTH & RETIREMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Lunas, NM
- Filing period: October 2026
- Form ADV filing dated: January 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309251
- AdvisorCensus page: https://advisorcensus.com/firm/kiehne-wealth-and-retirement-llc-los-lunas-nm-309251

## Quick answers

**How is Kiehne Wealth & Retirement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kiehne Wealth & Retirement, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kiehne Wealth & Retirement, LLC located?**
Kiehne Wealth & Retirement, LLC's principal office is in Los Lunas, NM, according to its Form ADV.

**Is Kiehne Wealth & Retirement, LLC registered with the SEC or a state?**
Kiehne Wealth & Retirement, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 309251.

**How much does Kiehne Wealth & Retirement, LLC manage?**
Kiehne Wealth & Retirement, LLC reports $5,000,000 in regulatory assets under management in its Form ADV filing dated January 15, 2025 (100% discretionary).

**What types of clients does Kiehne Wealth & Retirement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106).

**Does Kiehne Wealth & Retirement, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309251

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,000,000
- Discretionary: $5,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $5,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kwealth.net](https://kwealth.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kiehne Wealth & Retirement, LLC (CRD 309251): Form ADV filing data as of October 2026.