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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2018
- Office Locations
- 1
Office Locations
About KWM Financial LLC
KWM Financial LLC is a Portsmouth, NH-based, boutique registered investment advisor providing asset management, financial planning, portfolio construction, insurance, and charitable giving guidance, with a stated focus on entrepreneurs. Portfolios primarily use public funds and ETFs and include real estate exposure where appropriate. The firm custodies with Charles Schwab and lists tools such as Pontera and Nitrogen (Riskalyze) in its stack.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Justin Daniel Nichols Moyer
Chief Compliance Officer, Lead Advisor, Manager
- CRD
- #6799201
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,263,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,263,125 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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