KCR Wealth Management, LLC

Overview

KCR Wealth Management, LLC is an independent, individual‑owned registered investment advisor organized as an LLC that focuses on serving individuals and families. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage‑of‑AUM fees plus hourly and fixed fees, and it does not identify itself as a capital allocator or an active ESG investor. It is not registered as a multi‑state adviser and does not list pension consulting or related‑adviser activities.

Assets & Accounts

Investments & Alternatives