RIA Intel›Advisers›Texas›KMH WEALTH MANAGEMENT, LLC

KMH WEALTH MANAGEMENT, LLC

Advisory

N·VICTORIA, TX

Data as of Mar 15, 2026 · Source: SEC Form ADV

Total AUM

$923M

1-Year AUM Growth

0.0%

3-Year CAGR

+6.8%

Employees

8

Assets Under Management

Total AUM$923M

Discretionary AUM$905M

Non-Discretionary AUM$18M

Discretionary %98.1%

Total Clients540

Team

Total Employees8

Investment Advisers10

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record40

First FilingMar 30, 2001

Latest FilingMar 15, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 25+ 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 KMH WEALTH MANAGEMENT, LLC

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