$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2022
- Office Locations
- 1
Office Locations
-- Florence KY
About Kwma
KWMA (Knochelmann Wealth Management and Advisor) is a Florence, KY-based wealth manager providing financial planning and investment management for individuals and families focused on building and protecting retirement and long-term savings. Portfolios emphasize asset allocation with significant ETF usage, implemented through custodians such as Charles Schwab and Fidelity.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$132.3K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Bridge Capital Vertex prime
Custodian
Meridian Oak
Investment Themes
Capital Element Zenith alpha Optima Glacier timber
Investment Vehicles
North
Services
Prime legacy Ember capital Frontier crest Optima capital North Wave harbor Prime Unison Quantum Beacon unison
Owner & Executives
JEROME KNOCHELMANN II
Owner, WEALTH MANAGER
- CRD
- #6951405
- Ownership
- 75% or more
(331) 498-1633
legacy.catalyst@meridiancapital.com
in linkedin.com/in/unison-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,514,256 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,514,256 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,514,256
Equity - Exchange:
21.5% Cash:
78.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $931,932,774 | 21.5% |
| Cash | $3,402,638,270 | 78.5% |
| Total | $4,334,571,044 | 100.0% |