| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Cathleen Hermes Control | Chief Operating Officer | Under 5% | 2024 |
| David Benjamin Faskas Control | Member/ Chief Investment Officer | 10-25% | 2019 |
| Hannah Katherine Gohmert Control | Chief Compliance Officer | Under 5% | 2019 |
Kmh Wealth Management, LLC reports $824.7 million in regulatory assets under management on its Form ADV.
Kmh Wealth Management, LLC reports 12 employees.
Kmh Wealth Management, LLC is based in Victoria, TX and has been SEC-registered since 1998.
Kmh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 South Main St. Suite 300, Victoria, TX 77901-8142 |
| Phone | 361-573-4383 |
| Fax | 361-573-1168 |
| Office hours | 8 a.m. - 5 p.m. Monday - Thursday; 8 a.m.-12 p.m. Friday |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $810.8M |
| Non-discretionary | $13.9M |
| Total (RAUM) | $824.7M |