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 in the dataset with ownership attributed to both a domestic entity and an individual. The firm's classification is listed as unclassified, and the public profile contains only limited operational detail. The firm indicates it does not act as a capital allocator and is not an active ESG investor. Additional categorical flags in the dataset show it is not a multi-state adviser, not newly formed, not a pension consultant, and not designated as a related adviser.
Assets & Accounts
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
2 of 2
Randy Stouber
CEO and CCOCRD 1104531

Jerry Stone
CEOCRD 8130545
Contacts
1 of 1Susan 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
Similar firms
LCT Capital, LLC
Broker-DealerAustin, TX
Hillworth Bank Partners
Broker-DealerAustin, TX
PH Partners, LLC
Broker-DealerAustin, TX
Microventure Marketplace Inc.
Broker-DealerAustin, TX
Natalliance Securities, LLC
Broker-DealerAustin, TX
Austin Growth Capital, LLC
Broker-DealerAustin, TX