RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MATHEWS, BENSON, PATRICKIGENERAL PARTNERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MCCANN, KYLE, RIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 18, 2025 REGISTERED

Notice Filings (3)

CA NV TX

Address

3748 LAKESIDE DR.
SUITE 100
RENO, NV 89509
United States
Phone: 775-502-8484