Kwma

Overview

Kwma is an independent registered advisory firm organized as an LLC and state-registered in Kentucky. Ownership is listed as individual; the firm serves individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Fees are charged on a mix of percentage-of-AUM, hourly, and fixed-fee bases. The firm identifies as an active ESG investor, suggesting environmental, social or governance factors are incorporated into its investment decisions. Kwma does not act as a capital allocator to external fund managers and is not structured as a multi-state adviser; its operations appear concentrated in its home state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices