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Maston Taylor Thornton

Investment adviser representative at Kamichu Wealth Management LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$258.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Kamichu Wealth Management LLCNov 2025 to now
  2. Smooth River Wealth ManagementJun 2018 to now
  3. UBS Financial Services IncMay 2009 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (NV).

Kamichu Wealth Management LLC

$258.1MAssets managed
20Clients
1Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4189730
Firm CRD
295412
Advisor's SEC record (opens in a new tab)
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