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Kaiser Wealth Management
Kaiser Wealth Management is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm has one employee and one...
Kaiser Wealth Management
Kaiser Wealth Management is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm has one employee and one investment adviser. It operates from a single office.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Cheyenne
Corporate office
Cheyenne, WY, United States
Frequently asked questions
Why is Kaiser based in Wyoming specifically?
Wyoming's modern trust code permits dynasty trusts with terms up to 1,000 years, self-settled asset protection trusts, and targeted income-tax treatment on trust income for non-resident beneficiaries. Many trust companies domicile in Cheyenne to access this statutory framework. Kaiser's Wyoming charter allows it to serve out-of-state grantors and beneficiaries who seek these structural benefits without relocating their primary residence to Wyoming.
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