Kaiser Wealth Management

Overview

Kaiser Wealth Management is a small, individually owned corporate registered investment adviser that operates with a clear income-oriented mandate. The firm’s SEC registration dates back to 1998 and it provides a mix of financial planning and portfolio management for individuals, small businesses and institutions. It also serves as a registered representative of a broker-dealer and as a registered municipal advisor, which signals active involvement in fixed-income markets—particularly municipals—alongside its advisory work. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements. Kaiser Wealth Management does not position itself as an ESG investor, and it is not registered as a multi-state adviser. Its disclosure classifies the business activity emphasis on portfolio management and planning rather than large-scale capital allocation or fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices