KILZER WEALTH MANAGEMENT

Overview

Kilzer Wealth Management is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with a brokerage background in real estate. Advisory services include financial planning, discretionary and non‑discretionary portfolio management, and the selection and oversight of third‑party advisers and managers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, and fixed‑fee plans. The firm is a capital allocator that directs client capital to external managers when appropriate. Its ADV shows a meaningful tilt toward non‑standard assets classified as “Other,” consistent with the firm’s real estate activities and use of third‑party real estate managers. Kilzer is not an active ESG investor, does not operate as a multi‑state adviser, and does not function as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices