Kaiser Wealth Management (Cheyenne)

Kaiser Wealth Management is a large advisory firm based in Cheyenne. It manages $135.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.

Kaiser Wealth Management provides financial planning services and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kaiser Wealth Management: assets under management

The assets under management (AUM) of Kaiser Wealth Management is $135.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 351% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.53 million each.

Investments

The firm invests in government bonds the most. They account for 97% of the total AUM. The second-largest asset type is exchange traded securities, which make up 2% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kaiser Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kaiser Wealth Management

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Todd Patrick Bishop has been acting as President since 1 Feb 2006. Melissa Rilynn Loner joined the executive team most recently as the Vp Compliance/Operations/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Patrick Bishop	President/ceo/chief compliance officer	1 Feb 2006	75% - 100%	1984531
Daniel George Baxter	Investment advisor rep	1 Feb 2006	Other	873324
Harold Barrett Richardson	Registered rep	1 Feb 2006	Other	736208
Gail Dean Zimmerman	Director	1 Feb 2006	Other	1399597
Melissa Rilynn Loner	Vp, compliance/operations	1 Aug 2009	Other	3271834
Melissa Rilynn Loner	Vp compliance/operations/chief compliance officer	1 Feb 2010	Other	3271834

Based in Cheyenne

The principal office where Kaiser Wealth Management performs its advisory services is located at 1620 Pershing Blvd Suite 110, Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-634-1547 or by fax 307-634-1546. The normal business hours are 9:00am-5:00pm on Monday - Friday.