KOVAR WEALTH MANAGEMENT
K-WM LLC Legal Name
Adviser information for KOVAR WEALTH MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 128 | $12.4M |
| Non-Discretionary | 0 | $0 |
| Total | 128 | $12.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 101 | $5.9M |
| HNW Individuals | 6 | $5.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsALTERNATIVE INVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129130 |
|---|---|
| SEC ERA File Number | 801-129130 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 174569 |
| Legal Entity Identifier | None |
Principal Office
200 CHRISTIE ST.LUFKIN
TX
United States
MONDAY - THURSDAY 9 AM - 4 PM, FRIDAY 9 AM - 12 PM, OFFICE VISITS BY APPOINTMENT ONLY
Tel: (936) 899-5629, Fax: (936) 899-5629
Chief Compliance Officer
TAYLOR KOVAR
CEO
200 CHRISTIE ST.
LUFKIN
TX
United States
Tel:
(936) 899-5629
Fax:
(936) 899-5629
I***@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOVAR, TAYLOR, J | Individual | – | CEO & CCO | 01/2015 | > 75% |