Unclaimed Profile

Carl V Lupei

KAMICHU WEALTH MANAGEMENT LLC·LAS VEGAS, Nevada

Clean recordKAMICHU WEALTH MANAGEMENT LLC

1981 FENCHURCH CT., LAS VEGAS, NV 89117CRD# 7156902Firm CRD# 295412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl V Lupei · LAS VEGAS, NV

Registration

CRD #7156902 · KAMICHU WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carl V Lupei is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with KAMICHU WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KAMICHU WEALTH MANAGEMENT LLC

AUM

$206M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KAMICHU WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7156902

Firm CRD# 295412

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Frequently Asked Questions

What services does Carl V Lupei offer?

Carl V Lupei specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Carl V Lupei's credentials?

Carl V Lupei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl V Lupei located?

Carl V Lupei is based in LAS VEGAS, Nevada, working with KAMICHU WEALTH MANAGEMENT LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Carl V Lupei charge for services?

Carl V Lupei's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAMICHU WEALTH MANAGEMENT LLC?

KAMICHU WEALTH MANAGEMENT LLC has approximately 18 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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