K-WM LLC

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K-WM LLC ✚
CRD #	174569
SEC #	801-129130
CIK #
AUM
Employees	6 (100% Investors, 0% Brokers)
Phone	936-899-5629
Address	504 S First St Lufkin, TX 75901
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

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

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Serves	Institutional, Retail

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Assets, Funds, Holdings