Kiehne Wealth & Retirement, LLC
Firm details
- Headquarters
- Los Lunas, New Mexico
- CRD number
- 309251
- Website
- kwealth.net
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kiehne Wealth & Retirement, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients with discretionary portfolio management. The firm charges fees as a percentage of assets under management and focuses on traditional wealth-management services rather than pension or institutional consulting. It reports no active ESG investing program and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, which may inform its use of insurance products within client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Shawn Kiehne
Owner & CEOCRD 6563829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Lunas, NM
Valencia
Location
Los Lunas, NM
Headquartered in Los Lunas, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- Valencia
- Address
- 2210 Sun Ranch Village Loop Sw
- Time zone
- MT (UTC-7)
- Office locations
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