KWM PARTNERS LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 334428
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kwm Partners LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to cater to a diverse client base, although specific details regarding the number of clients are not available. Kwm Partners LLC employs a fee structure based on a percentage of assets under management, aligning their interests with those of their clients. The firm does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY GONZALES
Chief Compliance OfficerCRD 2573544
Contacts
1 of 1Lauren Shanks
Investment Advisor RepresentativeCRD 7217584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 8911 N Capital of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
GREENRIDGE GROWTH PARTNERS
RIAAUSTIN, TX
994 GROUP
RIAAUSTIN, TX
MASTERPIECE CAPITAL, LLC
RIAAUSTIN, TX
ANCIENT ART, L.P.
RIAAUSTIN, TX
BLUESPRING WEALTH MANAGEMENT, LLC
RIAAUSTIN, TX
OUTRUNNER CAPITAL, LLC
RIAAUSTIN, TX