Kmh Wealth Management, LLC is a large advisory firm based in Victoria. It manages $420.25 million of regulatory assets for 970 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Kmh Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kmh Wealth Management, LLC is $420.25 million. The firm's AUM has grown by 283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kmh Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kmh Wealth Management is high net worth individuals with 107 clients and $327.01 million of assets under management. Among the 11 most similar advisory firms, Kmh Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $420.25 million for 418 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kmh Wealth Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kmh Wealth Management, LLC performs its advisory services is located at 101 South Main St. Suite 300, Victoria, TX 77901 8142 The mailing address of the firm is P.O. Box 2549, Victoria, TX 77902 2549. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 361-573-4383 or by fax 361-573-1168. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at kmhwealth.com.