RIA Intel›Advisers›Texas›K-WM LLC

K-WM LLC

Advisory

N·LUFKIN, TX

Data as of Dec 16, 2024 · Source: SEC Form ADV

Total AUM

$24M

1-Year AUM Growth

+7.5%

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$102K

Discretionary %99.6%

Total Clients110

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record9

First FilingOct 31, 2023

Latest FilingDec 16, 2024

🔒 Full AUM trend chart and 9 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on K-WM LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.