# KWMG, LLC

KWMG, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 170293
- Type: SEC-registered investment adviser
- SEC file number: 801-79725
- Location: 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS, 66210
- Phone: (913) 624-1841
- Latest filing: 2026-03-20
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $654K
- Clients: 30
- Accounts: 2,916

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| William Trell Keen | MANAGING MEMBER; TRUSTEE | — |
| Matthew David Wilson | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; OWNER (+1 more) | — |
| WILSON KENNETH DAVID | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR, CIO (+2 more) | — |
| KEEN WILLIAM TRELL | MANAGING MEMBER; TRUSTEE | — |
| TIPPING SARAH E | CHIEF COMPLIANCE OFFICER | — |
| PENKA LESLIE ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170293/similar
- Related entities: https://search.stillhousedata.com/firm/170293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.