Kwmg, LLC

● SEC registered since 2014CRD 170293SEC# 801-79725Overland Park, KS

Export (members)

Reg. AUM

$1.04B

Employees

Accounts

2,605

Location

Overland Park, KS

Kwmg, LLC assets under management

Kwmg, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2014. It reports $1 billion in regulatory assets under management and employs 29 people.

www.linkedin.com/in/bill-keen-crpc%c2%ae-b3536830 View on SEC.gov ↗

Kwmg, LLC owners & executives

9 reported

Name	Title	Ownership	Since
Kwa Holdings, LLC Control	Owner	Over 75%	2021
Matthew David Wilson Control	Chief Compliance Officer	Under 5%	2021
Matthew David Wilson Control	Chief Investment Officer	Under 5%	2018
████████████	████████████	████████████	$•••

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Frequently asked questions

How much does Kwmg, LLC manage?

Kwmg, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Kwmg, LLC have?

Kwmg, LLC reports 29 employees.

Where is Kwmg, LLC located?

Kwmg, LLC is based in Overland Park, KS and has been SEC-registered since 2014.

Does Kwmg, LLC disclose fund performance?

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

Contact & registration

Address	7500 College Blvd., Suite 1000, Overland Park, KS 66210
Phone	(913) 624-1841
Fax	(913) 701-3070
Office hours	8a.m. - 4:30p.m. (Cst)
SEC region	Denver Regional Office (DRO)
CIK	1633024
Discloses disciplinary history	No

Assets under management

Discretionary	$1.04B
Non-discretionary	$528K
Total (RAUM)	$1.04B