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KAMICHU WEALTH MANAGEMENT LLC

CRD 295412File 801-113441
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$258.1M
Below cohort median (national)
Discretionary AUM
$166.8M
Non-discretionary $91.2M
Clients
20
103 accounts
Employees
8

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jun 18, 2018
Principal office
Not reported
Phone
(702) 324-4324
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$258.1M
Discretionary AUM
$166.8M
Non-discretionary AUM
$91.2M
Discretionary accounts
42
Non-discretionary accounts
61
Total accounts
103
AUM per client
$12.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals10$255.0M
Individuals (other than high net worth individuals)10$3.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees78increased by1
Apr 1, 2026Clients1820increased by2
Apr 1, 2026AUM$239,950,638$258,075,691increased by$18,125,053
Apr 1, 2026Accounts98103increased by5
May 1, 2025
vs Oct 1, 2022
Employees157decreased by8
May 1, 2025
vs Oct 1, 2022
Clients1618increased by2
May 1, 2025
vs Oct 1, 2022
AUM$271,604,191$239,950,638decreased by$31,653,553
May 1, 2025
vs Oct 1, 2022
Accounts10398decreased by5
Apr 1, 2022Employees1315increased by2
Apr 1, 2022Clients1216increased by4
Apr 1, 2022AUM$339,449,841$271,604,191decreased by$67,845,650
Apr 1, 2022Accounts85103increased by18
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KAMICHU WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAMICHU WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.