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K-Wm LLC

CRD 174569SEC# 801-129130Lufkin, TX
Export (members)
No longer SEC-registered. K-Wm LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$24M
Employees
6
Accounts
175
Location
Lufkin, TX

K-Wm LLC assets under management

K-Wm LLC is an investment advisory firm registered with the SEC based in Lufkin, TX. It reports $24 million in regulatory assets under management and employs 6 people.

K-Wm LLC owners & executives

1 reported
NameTitleOwnershipSince
Taylor J Kovar ControlCeo & CcoOver 75%2015

Frequently asked questions

How much does K-Wm LLC manage?

K-Wm LLC reports $24 million in regulatory assets under management on its Form ADV.

How many employees does K-Wm LLC have?

K-Wm LLC reports 6 employees.

Where is K-Wm LLC located?

K-Wm LLC is based in Lufkin, TX.

Does K-Wm LLC disclose fund performance?

K-Wm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address504 S First St., Lufkin, TX 75901
Office hoursOffice Visits By Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$23.9M
Non-discretionary$102K
Total (RAUM)$24M