|
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| K-WM LLC
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| |
|---|---|
| CRD # | 174569 |
| SEC # | 801-129130 |
| CIK # | |
| AUM | $12.4 MM (2024-08-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 936-899-5629 |
| Address | 504 S First St Lufkin, TX 75901 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 5.9 |
| (b) Individuals (high net worth individuals) | 6 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 12.4 |
| By Discretionary | ||
| Discretionary | 128 | 12.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 12.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.4 | |
| Total | 128 | 12.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Echelon Partners USA Inc
✚
|
0.0 | |
|
Potomac Advisors Inc
✚
|
FL | 0.0 |
|
DMLO Wealth Planning LLC
✚
|
KY | 0.0 |
|
Tenjin Ai Capital Advisors LLC
✚
|
NJ | 0.0 |
|
FBL Wealth Management LLC
✚
|
IA | 0.0 |
|
Tradingvalley Inc
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|
0.0 | |
|
Cystein Management LLC
✚
|
0.0 | |
|
Mandeville Private Client USA Inc
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|
0.0 | |
|
Connected Financial Planning LLC
✚
|
0.0 | |
|
Christmas Corporation
✚
|
0.0 |