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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| K-WM LLC
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| CRD # | 174569 |
| SEC # | 801-129130 |
| CIK # | |
| AUM | $24.0 M (2025-07-01) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 936-899-5629 |
| Address | 504 S First St Lufkin, TX 75901 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 10.1 |
| (b) Individuals (high net worth individuals) | 8 | 12.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 24.0 |
| By Discretionary | ||
| Discretionary | 174 | 23.9 |
| Non-Discretionary | 1 | 0.1 |
| Total | 175 | 24.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.0 | |
| Total | 175 | 24.0 |
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|---|---|---|
|
Sankota Capital LLC
✚
|
0.0 | |
|
Ryan Heritage LLP
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NJ | 0.0 |
|
Agdeavor Investments LLC
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OH | 0.0 |
|
Braypark Wealth Management
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CA | 0.0 |
|
Mutual of Omaha Investor Services Inc
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|
NE | 0.0 |
|
MCA Cross Border Capital Inc
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|
0.0 | |
|
Trust Investment Advisors Wealth Management LLC
✚
|
IN | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
Quillu Inc
✚
|
CA | 0.0 |
|
Lincoln Park Capital LLC
✚
|
NY | 0.0 |