Firm profile

KAMICHU WEALTH MANAGEMENT LLC

CRD 295412Latest ADV March 3, 2026

Kamichu Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 3, 2026, reports $258M in regulatory assets under management, 8 employees, and 103 accounts.

Assets Under Management
$258M
Employees
8
Offices
--
Total Clients
20
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(702) 324-4324
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOMaston T. Thornton
CCOCarlos Mungaray

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
10
2
HNWI
50.0%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$258Mas of March 3, 2026
Discretionary64.7%
$167M
65% of total RAUM64.7%
Non-discretionary35.3%
$91M
35% of total RAUM35.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$258M
Total Accounts103
10Y AUM Change+$258M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee3:1
10Y Employee Change+6 (+300.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.