# KMR Wealth Advisory, LLC

> KMR Wealth Advisory, LLC is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 171327
- Filed as: KMR WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171327
- AdvisorCensus page: https://advisorcensus.com/firm/kmr-wealth-advisory-llc-san-luis-obispo-ca-171327

## Quick answers

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

**Where is KMR Wealth Advisory, LLC located?**
KMR Wealth Advisory, LLC's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is KMR Wealth Advisory, LLC registered with the SEC or a state?**
KMR Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171327.

**How much does KMR Wealth Advisory, LLC manage?**
KMR Wealth Advisory, LLC reports $65,716,048 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (0% discretionary).

**What types of clients does KMR Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does KMR Wealth Advisory, 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/171327

## 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: $65,716,048
- Discretionary: $0
- Non-discretionary: $65,716,048

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $35,779,573 |
| High net worth individuals | 14 | $22,382,381 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $7,554,094 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kmrwealthadvisory.com
- Facebook @KMR-WEALTH-ADVISORY-143358312523138
- LinkedIn @KRISTIN-RASMUSSEN-8881088

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMR Wealth Advisory, LLC (CRD 171327): Form ADV filing data as of October 2026.