KWMG

Company Profile

KWMG is an investment advisor in Overland Park with $780.52 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

464580356

SEC advisor number

801-79725

FINRA CRD number

170293

AUM ?

$780.52 mm (as of 11 Nov 22)

Accounts

1,927 (as of 11 Nov 22)

Employees

18 (16 investment advisory or research)

Address

KWMG
6201 COLLEGE BOULEVARD
SUITE 325
OVERLAND PARK
KS 66211

Office hours

Monday - Friday, 8AM - 4:30PM (CST)

Phone

(913) 624-1841

Brochures

Owner	Title	From	%Ownership
Keen, William, Trell	Managing Member	05/2014	< 5%
Wilson, Matthew, David	Chief Investment Officer	07/2018	< 5%
Kwa Holdings, LLC	Owner	01/2021	> 75%
William T. Keen Trust Dated August 27, 2008	Owner	01/2021	> 75%
MDW Holdings, LLC	Owner	04/2021	5-10%
Wilson, Matthew, David	Owner	12/2009	> 75%
Keen, William, Trell	Trustee	08/2008	> 75%
Wilson, Matthew, David	Chief Compliance Officer	07/2021	< 5%
Wilson, Matthew, David	President	08/2021	< 5%