KWM Securities LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 327258
- Registered since
- June 26, 2024
Firm profile
FINTRXOverview
KWM Securities LLC is organized as a limited liability company and appears in SEC records with a registration date in 2024. Ownership is identified as a mix of a domestic entity and an individual. The firm is listed as unclassified in the available snapshot and is not designated as a capital allocator. It also does not identify as an active ESG investor or a multistate adviser. The publicly available summary provides very little detail about the firm's business model, client segments, fee arrangements, or core advisory services. Those items are not disclosed in the snapshot used for this profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jerry Stone
CEOCRD 8130545

Randy Stouber
CFOCRD 1104531
Susan Dumont
CEOCRD 2346501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3500 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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