Investment adviser · CRD 173929
VANTAGE WEALTH PLANNING
Investment adviser filing (IA)
KRM WEALTH MANAGEMENT L.L.C.
RENO, NV, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $265M Form ADV · Item 5.F
- Client accounts
- 829 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 99 | $172,268,217 | 65.1% |
| Individuals | 299 | $78,522,069 | 29.7% |
| Retirement plans | 8 | $10,252,640 | 3.9% |
| Corporations & businesses | Fewer than 5 | $3,370,871 | 1.3% |
| Charities | Fewer than 5 | $257,457 | 0.1% |
Filing source
Form ADV 2070972 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3748 LAKESIDE DR., SUITE 100RENO, NV, 89509, United States
CRD 173929
Filing source
Form ADV 2070972 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.