# KMI Wealth Advisors

> KMI Wealth Advisors is a state-registered investment advisory firm in Reno, NV, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 313218
- Filed as: KMI WEALTH ADVISORS
- Legal name: KMI Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313218
- AdvisorCensus page: https://advisorcensus.com/firm/kmi-wealth-advisors-reno-nv-313218

## Quick answers

**How is KMI Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), KMI Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is KMI Wealth Advisors located?**
KMI Wealth Advisors' principal office is in Reno, NV, according to its Form ADV.

**Is KMI Wealth Advisors registered with the SEC or a state?**
KMI Wealth Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 313218.

**How much does KMI Wealth Advisors manage?**
KMI Wealth Advisors reports $54,880,405 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (96% discretionary).

**What types of clients does KMI Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (7); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does KMI Wealth Advisors 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/313218

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,880,405
- Discretionary: $52,796,085
- Non-discretionary: $2,084,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $34,415,181 |
| High net worth individuals | 7 | $15,340,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,622,004 |
| Charitable organizations | 2 | $1,503,220 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kmiwealthadvisors.com
- Facebook @KMIwealth
- Instagram @kmi_wealth_advisors
- LinkedIn @kristen-mayer-1a0781245

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMI Wealth Advisors (CRD 313218): Form ADV filing data as of October 2026.