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| KWMG LLC
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| CRD # | 170293 |
| SEC # | 801-79725 |
| CIK # | 0001633024 |
| AUM | 1,233.4 M (2026-03-20) |
| Employees | 30 (100% Investors, 7% Brokers) |
| Phone | 913-624-1841 |
| Address | 7500 College Blvd, Suite 1000 Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633024 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 41.9 | ||
| Lam Research Corp | 30.2 | ||
| Corning Inc /NY | 28.5 | ||
| Cardinal Health Inc | 17.9 | ||
| Valero Energy Corp/Tx | 17.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 610 | 225.3 |
| (b) Individuals (high net worth individuals) | 404 | 999.7 |
| (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 | 1 | 2.6 |
| (h) Charitable organizations | 2 | 5.3 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,916 | 1,233.4 |
| By Discretionary | ||
| Discretionary | 2,914 | 1,232.8 |
| Non-Discretionary | 2 | 0.7 |
| Total | 2,916 | 1,233.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,233.4 | |
| Total | 2,916 | 1,233.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633024] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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