DFX Intelligence

K••••• W••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

K••••• W••••• A•••••••

KMH WEALTH MANAGEMENT, LLC, CRD 111610

VICTORIA, TX

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Data as of Mar 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Mar 21, 2012 to Mar 15, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $923M••• Locked
Discretionary RAUM: $905M
Private client RAUM: $880Mderived••• Locked
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $132Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• L••• K•••••	Certified Financial Planner\|Personal Financial Specialist	VICTORIA, TX	20	27	n/a	no
K••• W••••• N••••	Certified Financial Planner	VICTORIA, TX	14	15

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• D••••• B•••••••	MEMBER/ CHIEF INVESTMENT OFFICER	B	yes	01/2019	Mar 18, 2019	Oct 29, 2024
G••••••• H•••••• K••••••••	CHIEF COMPLIANCE OFFICER	Na	yes	09/2019	Mar 11, 2020	Oct 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C••••••••• W•••••• L••••••••	n/a	n/a	n/a	Y	yes	n/a
K••••• • A••••••••• C•••• P•••	n/a	n/a	n/a	N	yes	n/a
K••• W••••• N••••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$923M	$825M	11.9%	$607M	15.0%	10	12	0	0

Relationships

Registered with (9)

← S•••• D••••• N••Advisorregistration: current employment
Jul 29, 2022 to presentfactForm ADV
← C••••••••• W•••••• L••••••••Advisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← H••••• K•••••••• G••••••Advisorregistration: current employment
Dec 27, 2016 to presentfactForm ADV
← B••• M•••• K•••••

Dated events

Order

Occurred
29 Oct 2024
Control person left
••• Locked
Form ADV
Occurred
29 Oct 2024
Control person joined
••• Locked
Form ADV
Occurred
2 May 2022
Advisor changed firm
••• Locked
Form ADV
Occurred
23 Mar 2021
Control person joined
••• Locked
Form ADV
Occurred
11 Mar 2020
Control person joined
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 21, 2012
Last observed: Mar 15, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 15 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 29, 2016	$285M	$269M	7	6	n/a	n/a	n/a
2014	Mar 13, 2015	$270M	$253M	7	7	n/a	n/a	n/a
2013	Mar 21, 2014	$223M	$206M	7	7	n/a	n/a	n/a
2012	Mar 27, 2013	$188M	$154M	7	7	n/a	n/a	n/a
2011	Mar 21, 2012	$160M	$144M	n/a	n/a	n/a	n/a	n/a