RIA Intelligence

K-WM LLC

Legal name: 11 FINANCIAL

CRD #174569 SEC #801-129130 LUFKIN, TX (936) 899-5629
SEC Registered
Total AUM
$24M
Discretionary
$23.9M
Employees
6
Clients
10
Accounts
175

AUM Over Time

DateJul 2025
Total AUM$24M
Discretionary$23.9M
Non-Disc.$102.4K
Employees6
Clients0
DateMay 2025
Total AUM$24M
Discretionary$23.9M
Non-Disc.$102.4K
Employees6
Clients0
DateApr 2025
Total AUM$24M
Discretionary$23.9M
Non-Disc.$102.4K
Employees6
Clients0
DateMar 2025
Total AUM$24M
Discretionary$23.9M
Non-Disc.$102.4K
Employees6
Clients0
DateMar 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees5
Clients0