KWMG LLC
Legal Name: KWMG, LLC
Full Contact Details
KWMG LLC
6201 COLLEGE BLVD., SUITE 325, OVERLAND PARK, KS
(913) 624-1841
913-624-1841
Other Info
KWMG, LLC is a well-established MO Limited Liability Company with a team of 17 highly qualified advisory employees. Although the number of clients served remains undisclosed, the firm has received an SEC approval, with a registration date of May 23, 2014, further highlighting its credibility in the financial industry.
Keen Wealth Advisors
Keen Wealth Advisors is a fiduciary, financial planning firm located in Overland Park, KS that serves the Kansas City area and beyond. We can assist in retirement and tax planning.
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Direct Owners
-
LESLIE ANNE PENKA
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MATTHEW DAVID WILSON
MANAGING DIRECTOR, CIO owns less than 5%
-
WILLIAM TRELL KEEN
MANAGING MEMBER owns 75% or more
Firms Located Nearby
- Integrated Wealth Advisory Services Inc
- Windward Private Wealth Management Inc
- Yukon Wealth Management Inc
- Midwest Financial Group LLC
- Boyer & Corporon Wealth Management LLC
- Triune Financial Partners LLC
- Prime Capital Investment Advisors LLC
- Sanders Booze Capital Advisors LLC
- Boulder Wealth Management LLC
- Legacy Advisory Group LLC
News
Top Holdings
- ISHARES TR S&P 500 GRWT ETF $27,945k
- ISHARES TR $26,920k
- ISHARES TR S&P 500 VAL ETF $26,332k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $23,552k
- VANGUARD BD INDEX FD INC $23,119k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $19,885k
- VANGUARD INDEX FDS MCAP GR IDXVIP $11,293k
- VANGUARD INDEX FDS MCAP VL IDXVIP $9,924k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $9,139k
- ISHARES TR IBOXX HI YD ETF $8,367k