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11 FINANCIAL
K-WM LLC
CRD 174569 · SEC 801-129130
504 S FIRST ST., LUFKIN, TX, 75901, United States
Phone
(936) 899-5629
Fax
(936) 899-5629
Registration
— (—)
Source
State registered
Total AUM
$36.8M
Discretionary AUM
$36.7M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $13.4M |
| High net worth individuals | 13 | $19.5M |
All web addresses on file
Official SEC filing: View on IAPD