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KWM FINANCIAL LLC
CRD 288528
1 NEW HAMPSHIRE AVE, SUITE 125, PORSTMOUTH, NH, 03801, United States
Phone
717-340-2550
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.3M
Discretionary AUM
$2.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD