# Kwma

> Kwma is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 319076
- Filed as: KWMA
- Legal name: Knochelmann Wealth Management & Advisor (kwma) LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319076
- AdvisorCensus page: https://advisorcensus.com/firm/kwma-319076

## Quick answers

**How is Kwma compensated?**
On its Form ADV (Item 5.E, October 2026), Kwma reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Kwma registered with the SEC or a state?**
Kwma is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319076.

**How much does Kwma manage?**
Kwma reports $4,534,206 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (68% discretionary).

**What types of clients does Kwma serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (2).

**Does Kwma 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/319076

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,534,206
- Discretionary: $3,064,256
- Non-discretionary: $1,469,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,520,008 |
| High net worth individuals | 2 | $2,014,198 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kwmafinance.com
- Facebook @kwmallc
- Instagram @kwmallc
- LinkedIn @jerome-knochelmann-ii-2a776672
- LinkedIn @kwmallc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kwma (CRD 319076): Form ADV filing data as of October 2026.