KWM FINANCIAL LLC

KWM FINANCIAL LLC of PORSTMOUTH, NH is an SEC-registered investment adviser (CRD 288528). Regulatory assets under management: $2.3M.

Registration

• CRD: 288528
• Type: Registered investment adviser
• Location: 1 NEW HAMPSHIRE AVE, PORSTMOUTH, NH, 03801
• Phone: 717-340-2550
• Latest filing: 2026-03-30
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search