KMH Wealth Management

Trust Score 96%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


KMH Wealth Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 7 advisors. KMH Wealth Management manages $420.2 million and provides investment advisory services for 418 clients (1:60 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $187,500
Average Client Balance $1,005,381
Hybrid Advisor No
Disciplinary History No
Total AUM $420.2 million
Advisor / Client Ratio 1:60
Headquarters Victoria, TX
SEC Filings Forms and Brochures    (CRD # 111610)
State(s) Registered TX

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