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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

KMR WEALTH ADVISORY, LLC

Multi family office in San Luis Obispo, United States.

Identity

HEADQUARTERS
San Luis Obispo, United States

Overview

This multi family office is based in San Luis Obispo, United States. 2 people are named on its team.

People

  • Kristin M. Rasmussen
    CFP®, RICP® · source
  • Kristin Rasmussen
    CFP® RICP® · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

KMR WEALTH ADVISORY, LLC is a multi family office based in San Luis Obispo, the United States.

KMR WEALTH ADVISORY, LLC does not publicly state whether it invests directly or through funds.

Key people at KMR WEALTH ADVISORY, LLC include Kristin M. Rasmussen (CFP®, RICP®) and Kristin Rasmussen (CFP® RICP®).