KWMG LLC

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.

• 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

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• Growth and Changes: Comparing Kwmg, LLC's 13F Holdings Between Q4 2022 and Q1 2023

• 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