KWMG, LLC
C24
CRD 170293·SEC 801-79725·OVERLAND PARK, KS
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $426.8M
'21 · $497.4M
'22 · $606.5M
'23 · $780.5M
'25 · $1.04B
'26 · $1.23B
'20'26
$426.8M → $1.23B▲ +189%
Client mix
| Individuals Other | 610 |
| Individuals High Net Worth | 404 |
| Charitable Organizations | 2 |
| Pension Profit Sharing Plans | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 14 advisors
'22 · 16 advisors
'23 · 16 advisors
'25 · 29 advisors
'26 · 30 advisors
'20'26
17 advisors → 30 advisors▲ +76%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7500 COLLEGE BLVDSUITE 1000OVERLAND PARK, KS 66210
Business
7500 COLLEGE BLVDSUITE 1000OVERLAND PARK, KS 66210
Edgar Recent Filings
13F-HR2026-04-09 · 0001214659-26-004501
13F-HR2026-01-16 · 0001214659-26-000532