Kmh Wealth Management, LLC
● SEC registered since 1998CRD 111610SEC# 801-55234Victoria, TX
Reg. AUM
$923.1M
Employees
10
Accounts
1,328
Location
Victoria, TX
Kmh Wealth Management, LLC assets under management
Kmh Wealth Management, LLC operates as an SEC-registered investment adviser based in Victoria, TX. The firm has been registered since 1998. It reports $923.1 million in regulatory assets under management and employs 10 people.
Kmh Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Cathleen Hermes Control | Chief Operating Officer | Under 5% | 2024 |
| David Benjamin Faskas Control | Member/ Chief Investment Officer | 10-25% | 2019 |
| Hannah Katherine Gohmert Control | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Kmh Wealth Management, LLC manage?
Kmh Wealth Management, LLC reports $923.1 million in regulatory assets under management on its Form ADV.
How many employees does Kmh Wealth Management, LLC have?
Kmh Wealth Management, LLC reports 10 employees.
Where is Kmh Wealth Management, LLC located?
Kmh Wealth Management, LLC is based in Victoria, TX and has been SEC-registered since 1998.
Does Kmh Wealth Management, LLC disclose fund performance?
Kmh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 South Main St. Suite 300, Victoria, TX 77901-8142 |
| Phone | 361-573-4383 |
| Fax | 361-573-1168 |
| Office hours | 8 a.m. - 5 p.m. Monday - Thursday; 8 a.m.-12 p.m. Friday |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$923.1M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$923.1Mregulatory AUM
Discretionary $905.1MNon-discretionary $18M