# KWM Partners LLC

> KWM Partners LLC is a state-registered investment advisory firm in Conroe, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 334428
- Filed as: KWM PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Conroe, TX
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334428
- AdvisorCensus page: https://advisorcensus.com/firm/kwm-partners-llc-conroe-tx-334428

## Quick answers

**How is KWM Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KWM Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is KWM Partners LLC located?**
KWM Partners LLC's principal office is in Conroe, TX, according to its Form ADV.

**Is KWM Partners LLC registered with the SEC or a state?**
KWM Partners LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334428.

**How much does KWM Partners LLC manage?**
KWM Partners LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026.

**Does KWM Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334428

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kwmpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KWM Partners LLC (CRD 334428): Form ADV filing data as of October 2026.