Kamichu Wealth Management LLC

Overview

Kamichu Wealth Management LLC is an independent registered investment adviser formed in 2018 that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a mix of fee arrangements—percentage of AUM, fixed fees, and performance-based fees—giving it flexibility to tailor pricing to client needs and certain performance-aligned mandates. From an investment-tilt perspective, Kamichu Wealth Management LLC emphasizes liquid public equities as the primary building block of client portfolios, while also using pooled products such as mutual funds and third-party hedge funds to add diversification and manager expertise. The ADV indicates the firm does not position itself as a multi-state or pension consultant adviser and it does not flag active ESG investing as part of its core offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices