KRM Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
KRM Wealth Management reports 406 clients. They include 299 individual clients, 99 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 100.0% ($265M across 829 accounts) are managed with discretion. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 30% |
| High-net-worth individuals | 24% | 65% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 299 | $78.5M | 29.7% | $263K |
| High-net-worth individuals | 99 | $172M | 65.1% | $1.74M |
| Pension and profit-sharing plans | 8 | $10.3M | 3.9% | $1.28M |
| Charitable organizations | Fewer than 5 | $257K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $3.37M | 1.3% | — |
| Total | 406 | $265M | 100% | — |
- Clients
- 299
- Regulatory AUM
- $78.5M
- AUM share
- 29.7%
- Avg. per client
- $263K
- Clients
- 99
- Regulatory AUM
- $172M
- AUM share
- 65.1%
- Avg. per client
- $1.74M
- Clients
- 8
- Regulatory AUM
- $10.3M
- AUM share
- 3.9%
- Avg. per client
- $1.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $257K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.37M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 406
- Regulatory AUM
- $265M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
KRM Wealth Management charges 0.60%–1.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-alone)
- Stand-alone financial planning and consulting is a negotiable fixed fee, generally $1,000 to $10,000, or $225 per hour.
Kyle McCann owns 50% to 75% of KRM Wealth Management. The leadership team of KRM Wealth Management includes Chief Compliance Officer Kyle McCann. It has 4 employees, 3 of them in advisory roles.
Leadership
- Kyle McCannManaging Member and Chief Compliance Officer
- Benson MathewsGeneral Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Benson Patrick Mathews
- Kyle R McCann
- Amy Louise Nelson
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of KRM Wealth Management L.L.C.
Kyle McCann
Control person · since November 2014
- Owns 50% to 75% of KRM Wealth Management L.L.C.
Benson Mathews
Control person · since December 2018
KRM Wealth Management’s regulatory assets grew 2.5× from $107M (June 2022) to $265M (March 2026); clients rose from 301 to 406 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $265M | 406 | 4 | 1 |
| March 2025 | $199M | 367 | 3 | 1 |
| March 2024 | $170M | 351 | 2 | 1 |
| August 2023 | $135M | 296 | 2 | 1 |
| June 2022 | $107M | 301 | 2 | 1 |
Besides its headquarters, KRM Wealth Management has 0 offices, with 1 listed address in Nevada.
Nevada · 1 listed address
- 3748 Lakeside DR., Suite 100, RenoHQ
Contact and registration details
- Legal name
- KRM Wealth Management L.L.C.
- Headquarters
- 3748 Lakeside DR., Suite 100, Reno, NV 89509
- Website
- vantagewealthplanning.com
- Phone
- 775-502-8484
- SEC file
- 801-126100
- Structure
- Nevada LLC
- Fiscal year end
- December
KRM Wealth Management uses Charles Schwab ($265M) as custodian for its separately managed accounts. KRM Wealth Management has custody of $60.2M in client assets for 168 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $265M100%
At year end, KRM Wealth Management’s separately managed accounts were mostly in funds (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $227M across 46 positions; the largest are Vanguard BD Index Fds (14.0%), Schwab Strategic TR (13.6%) and Schwab Strategic TR (13.2%).
What the accounts hold
- Stocks3%
- Funds95%
- Bonds2%
- Cash1%
Reported 13F holdings
- $227M
- Reported 13F value
- 46
- Positions
- 86.9%
- In the 10 largest
- +18.4%
- Value vs. prior quarter
- Vanguard BD Index Fds · Total Bnd Mrkt14.0%
- Schwab Strategic TR · US Lcap VA ETF13.6%
- Schwab Strategic TR · US Lcap GR ETF13.2%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt12.6%
- Vaneck ETF Trust · Mrngstr Wde Moat10.1%
- Schwab Strategic TR · Sht TM US Tres8.3%
- Schwab Strategic TR · Fundamental Intl6.2%
- Schwab Strategic TR · US Sml Cap ETF4.1%
- Vanguard Index Fds · Real Estate ETF2.4%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF2.4%
Together, the ten largest are 86.9% of reported value.
How many clients does KRM Wealth Management have?
KRM Wealth Management has 406 clients and manages $265 million for them, as of March 2026. They include 299 individual clients, 99 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does KRM Wealth Management offer?
KRM Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does KRM Wealth Management charge?
KRM Wealth Management charges 0.60%–1.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does KRM Wealth Management use?
KRM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $265M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does KRM Wealth Management have?
KRM Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KRM Wealth Management invest in?
At the end of its last fiscal year, KRM Wealth Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KRM Wealth Management?
KRM Wealth Management’s direct owners are Kyle McCann (50% to 75%) and Benson Mathews (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does KRM Wealth Management get paid?
KRM Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact KRM Wealth Management?
KRM Wealth Management’s main office is at 3748 Lakeside DR., Suite 100, Reno, NV 89509. Its phone number is 775-502-8484. Its website is vantagewealthplanning.com.