Kramer Wealth Management

Overview

Kramer Wealth Management is organized as a limited liability company with individual ownership. The firm’s advisory work centers on portfolio management for individuals and small businesses and on selecting other advisers, which aligns with its designation as a capital allocator. Compensation is reported as a percentage-of-AUM fee model. FINTRX flags the firm as not actively integrating ESG criteria into its investment process and notes it is not registered as a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices