KWM SECURITIES LLC

Overview

KWM Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a registration year of 2024. Ownership is indicated as a combination of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, not described as a pension consultant, and is not shown as a related adviser to another registered entity. The dataset does not include discrete descriptions of the firm's client segments, fee schedule, or day-to-day advisory activities.

Assets & Accounts

Location & Offices