KWM Securities LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 327258
- Registered since
- June 26, 2024
Firm profile
FINTRXOverview
KWM Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2024. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as Unclassified in the dataset and is not identified as a capital allocator. Data points flag the firm as not actively using ESG criteria in its investment process, not operating as a multi-state adviser, not a pension consultant, and not listed as a related adviser.
Assets & Accounts
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
2 of 2
Randy Stouber
CEO and CCOCRD 1104531
Jerry Stone
CEOCRD 8130545
Contacts
1 of 1
Susan Dumont
CCOCRD 2346501
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
- 3500 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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