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 is recorded as having SEC registration in 2024. Ownership is identified as a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in the provided snapshot and is not described as a capital allocator. It is not identified as an active ESG investor and is not operating as a multi-state adviser according to the supplied data. Fields that often define a wealth or advisory proposition — client types, fee structure, core business and advisory activities — were not included in the dataset supplied, so specific service lines and client segments cannot be inferred from this material.
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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