# Kaiser Wealth Management

Kaiser Wealth Management is a Bank / Wealth / Trust based in Cheyenne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cheyenne, United States
- **Region:** North America
- **Address:** Cheyenne, WY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 111000
- **SEC file number:** 801-55812
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111000

## About

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.

## 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.

## Related profiles

- [Kaiser Permanente](https://altss.com/profile/kaiser-permanente)
- [Kaishan Holding Group](https://altss.com/profile/kaishan-holding-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kaiser-wealth-management

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