Kiepe Wealth Management

Overview

Kiepe Wealth Management is a small, independent registered investment adviser serving individual and family clients, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees, and it reports a preference for equity-based strategies. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator. The firm lists relationships with other investment advisers and accounting professionals as part of its service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices