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| Happy Holidays!! thanks for using AUM13F!! |
| KMH Wealth Management LLC
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| CRD # | 111610 |
| SEC # | 801-55234 |
| CIK # | |
| AUM | $824.7 M (2025-03-11) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 361-573-4383 |
| Address | 101 South Main St Suite 300 Victoria, TX 77901-8142 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 115.4 |
| (b) Individuals (high net worth individuals) | 138 | 667.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.6 |
| (h) Charitable organizations | 7 | 31.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,259 | 824.7 |
| By Discretionary | ||
| Discretionary | 1,127 | 810.8 |
| Non-Discretionary | 132 | 13.9 |
| Total | 1,259 | 824.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 824.7 | |
| Total | 1,259 | 824.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riskbridge Advisors LLC
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|
CT | 0.8 |
|
Intelligence Driven Advisers LLC
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|
CA | 0.8 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.8 |
|
Vestia Advisors LLC
✚
|
IN | 0.8 |
|
McLean Asset Management Corporation
✚
|
VA | 0.8 |
|
McRae Capital Management Inc
✚
|
NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.8 |
|
Clayton Financial Services Inc
✚
|
KS | 0.8 |
|
Tufton Capital Management LLC
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|
MD | 0.8 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |