HWM LLC
Legal name: KONVERGENT WEALTH PARTNERS
CRD #325111 SEC #801-127413 GIG HARBOR, WA 253-236-7000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
9
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSH, STEPHANIE, KIM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, STEPHANIE, KIM | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HOMER, SCOVILLE | I | FOUNDER AND CEO | E | Control |
| SMITH, HOMER, SCOVILLE | I | FOUNDER AND CEO | E | Control |
Registrations
Federal
IA
Feb 1, 2023 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
3312 ROSEDALE ST. NWSUITE 102
GIG HARBOR, WA 98335
United States
Phone: 253-236-7000