Kramer Wealth Management

Overview

Kramer Wealth Management is a California-based limited liability company structured as an individually owned advisory practice. The firm focuses on portfolio management for individuals and small businesses and also provides selection-of-other-advisers services, positioning itself as a capital allocator that sources external managers on clients’ behalf. Its stated fee model is a percentage-of-assets-under-management arrangement. Kramer Wealth Management does not identify as an active ESG investor and operates within a single state registration in California. The firm is not characterized as a pension consultant or related adviser and is classified internally as unclassified.

Investments & Alternatives

Location & Offices