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KILZER WEALTH MANAGEMENT
KILZER, BARRY MILO
CRD 134100
26465 CARMEL RANCHO BL # 4, CARMEL, CA, 93923, United States
Phone
831-624-7783
Fax
831-218-1108
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$8.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.9M |
| High net worth individuals | 8 | $10.5M |
Official SEC filing: View on IAPD