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| KMH Wealth Management LLC
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|---|---|
| CRD # | 111610 |
| SEC # | 801-55234 |
| CIK # | |
| AUM | 923.1 M (2026-03-15) |
| Employees | 10 (80% 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) | 392 | 114.9 |
| (b) Individuals (high net worth individuals) | 151 | 764.6 |
| (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 | 4 | 7.3 |
| (h) Charitable organizations | 7 | 35.5 |
| (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 | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,328 | 923.1 |
| By Discretionary | ||
| Discretionary | 1,151 | 905.1 |
| Non-Discretionary | 177 | 18.0 |
| Total | 1,328 | 923.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 923.1 | |
| Total | 1,328 | 923.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
IL | 935.0 M |
|
Prevail Innovative Wealth Advisors LLC
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|
KS | 931.8 M |
|
Galecki Financial Management Inc
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IN | 929.5 M |
|
Old Mission Investment Company LLC
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MI | 929.0 M |
|
Strategic Financial Concepts LLC
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TX | 927.7 M |
|
Princeton Global Asset Management LLC
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NJ | 921.3 M |
|
Castlekeep Investment Advisors LLC
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|
CT | 920.8 M |
|
Peak Wealth Solutions Inc
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|
OH | 911.6 M |
|
Brookmont Capital Management LLC
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|
TX | 910.5 M |
|
Strategic Planning Group LLC
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|
UT | 910.3 M |