KMH WEALTH MANAGEMENT, LLC
Adviser information for KMH WEALTH MANAGEMENT, LLC last updated from Form ADV on March 15th, 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 | 12 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| 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 | 1,107 | $692.6M |
| Non-Discretionary | 139 | $11.3M |
| Total | 1,246 | $703.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 373 | $107.1M |
| HNW Individuals | 131 | $577.0M |
| 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 | 5 | $5.9M |
| Charitable organizations | 5 | $13.8M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-55234 |
|---|---|
| SEC ERA File Number | 801-55234 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111610 |
| Legal Entity Identifier | None |
Principal Office
101 SOUTH MAIN ST. SUITE 300VICTORIA
TX
United States
Monday - Friday, 8 A.M. - 5 P.M. MONDAY - THURSDAY; 8 A.M.-12 P.M. FRIDAY
Tel: 361-573-4383, Fax: 361-573-1168
Chief Compliance Officer
HANNAH K. GOHMERT
101 SOUTH MAIN ST. SUITE 300
VICTORIA
TX
United States
Tel:
361 573-4383
Fax:
361 573-1168
H*******@*************M
(Full email address available in API data)
Regulatory Contact
DAVID B. FASKAS
CHIEF INVESTMENT OFFICER
101 SOUTH MAIN ST. SUITE 300
VICTORIA
TX
United States
Tel:
361 573-4383
Fax:
361 573-1168
D******@*************M
(Full email address available in API data)
Industry Affiliates
| KELLER & ASSOCIATES CPAS, PLLC | Accountant or accounting firm |
| KELLER & ASSOCIATES CPAS, PLLC | Accountant or accounting firm |
| KELLER & ASSOCIATES CPAS, PLLC | Accountant or accounting firm |
| KELLER & ASSOCIATES CPAS, PLLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOHMERT, HANNAH, KATHERINE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |
| KELLER, THOMAS, LANE | Individual | – | EXECUTIVE VICE PRESIDENT/ MANAGING MEMBER | 01/2024 | 25-50% |
| NOACK, KYLE, WESLEY | Individual | – | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER | 01/2024 | 50-75% |
| FASKAS, DAVID, BENJAMIN | Individual | – | MEMBER/ CHIEF INVESTMENT OFFICER | 01/2019 | 10-25% |
| BOYD, DORIS, GAY | Individual | – | CHIEF OPERATING OFFICER | 01/2019 | < 5% |