KWM FINANCIAL LLC

Overview

KWM Financial LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advice model is predominantly discretionary, and it charges clients through a mix of percentage-of-AUM fees, hourly charges and fixed-fee engagements. Investment activity centers on pooled public vehicles and corporate credit exposures rather than direct stock-picking. The firm does allocate to third‑party real estate strategies as its primary alternative exposure, but it does not position itself as a capital allocator running proprietary alternative funds. KWM Financial is not identified as an active ESG investor and is organized to serve clients within a single state.

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Location & Offices