KRM WEALTH MANAGEMENT L.L.C.
Legal name: VANTAGE WEALTH PLANNING
CRD #173929 SEC #801-126100 RENO, NV 775-502-8484
SEC Registered
Total AUM
$198.6M
Discretionary
$198.6M
Employees
3
Clients
101
Accounts
731
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $198.6M | $198.6M | $0 | 3 | 17 |
| Mar 2025 | $198.6M | $198.6M | $0 | 3 | 17 |
| Mar 2024 | $169.7M | $169.7M | $0 | 2 | 1 |
| Aug 2023 | $134.9M | $134.9M | $0 | 2 | 1 |
| Aug 2023 | $134.9M | $134.9M | $0 | 2 | 1 |
| Mar 2023 | $134.9M | $134.9M | $0 | 2 | 1 |
| Mar 2023 | $134.9M | $134.9M | $0 | 2 | 1 |
| Nov 2022 | $107.2M | $107M | $272.4K | 2 | 1 |
| Jun 2022 | $107.2M | $107M | $272.4K | 2 | 1 |
DateMar 2025
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees3
Clients17
DateMar 2025
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees3
Clients17
DateMar 2024
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees2
Clients1
DateAug 2023
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients1
DateAug 2023
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients1
DateNov 2022
Total AUM$107.2M
Discretionary$107M
Non-Disc.$272.4K
Employees2
Clients1
DateJun 2022
Total AUM$107.2M
Discretionary$107M
Non-Disc.$272.4K
Employees2
Clients1