# KMR WEALTH ADVISORY, LLC

KMR WEALTH ADVISORY, LLC is a Multi Family Office based in San Luis Obispo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Luis Obispo, United States
- **Assets under management:** Undisclosed
- **Website:** https://kmrwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/kristin-rasmussen-8881088

## Regulatory record

- **CRD number:** 171327
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171327

## About

KMR Wealth Advisory, LLC is a Registered Investment Advisor dedicated to helping clients navigate personal finance and investment options. It specializes in financial planning and wealth management for retirement income needs, including supporting lifestyle, mitigating taxes, protecting and passing wealth, and charitable giving. The firm provides service on a non-discretionary basis under a fiduciary standard and serves clients locally, statewide, and nationwide from San Luis Obispo, CA.

## Sectors

- Retirement income needs

## People

- Kristin M. Rasmussen — CFP®, RICP®
- Kristin Rasmussen — CFP® RICP®

## Questions

### Who founded KMR Wealth Advisory, LLC?

The founding individual or team behind KMR Wealth Advisory, LLC is not identified in any publicly available database or publication. The firm's ownership structure and founding date are not part of the public record.

### Where is KMR Wealth Advisory, LLC headquartered?

The firm's headquarters location is not publicly disclosed. No office address, city, or country has been confirmed through official filings or the firm's own communications.

### How can one verify KMR Wealth Advisory, LLC's regulatory status?

The firm's regulatory status as an RIA or other advisory entity is not confirmed through public sources. Interested parties should check the SEC's Investment Adviser Public Disclosure (IAPD) website or relevant state registries for potential filings.

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Last updated: 2026-08-11T15:07:12.582Z

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