Kwmg, LLC
● SEC registered since 2014CRD 170293SEC# 801-79725Overland Park, KS
Reg. AUM
$1.23B
Employees
30
Accounts
2,916
Location
Overland Park, KS
Kwmg, LLC assets under management
Kwmg, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2014. It reports $1.2 billion in regulatory assets under management and employs 30 people.
Kwmg, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kwa Holdings, LLC Control | Owner | Over 75% | 2021 |
| Matthew David Wilson Control | Chief Compliance Officer | Under 5% | 2021 |
| Matthew David Wilson Control | President | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kwmg, LLC manage?
Kwmg, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Kwmg, LLC have?
Kwmg, LLC reports 30 employees.
Where is Kwmg, LLC located?
Kwmg, LLC is based in Overland Park, KS and has been SEC-registered since 2014.
Does Kwmg, LLC disclose fund performance?
Kwmg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 College Blvd., Suite 1000, Overland Park, KS 66210 |
| Phone | (913) 624-1841 |
| Fax | (913) 701-3070 |
| Office hours | 8a.m. - 4:30p.m. (Cst) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1633024 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23BNon-discretionary $654K