KWMG, LLC
KWMG, LLC, doing business as Keen Wealth Advisors, is an SEC-registered investment adviser headquartered in Overland Park, KS. The firm focuses primarily on offering wealth management and advisory services to individuals, particularly high net worth individuals, within the United States. As of March 2024, KWMG, LLC manages approximately $915 million in assets and employs 24 people, nearly all of whom are investment professionals. The company provides comprehensive financial planning and investment management for clients, with a commitment to a fiduciary standard and a client-first service model.
Investment Strategy
KWMG, LLC provides personalized investment advisory and wealth management services, focusing on the individual financial needs and goals of its clients. The firm predominantly works with individuals and high net worth individuals, building diversified portfolios tailored to their objectives, risk tolerances, and time horizons. KWMG employs a disciplined investment process, emphasizing comprehensive financial planning, long-term growth, and risk management. The firm does not promote proprietary products, instead recommending strategies and products aligned with clients’ best interests, following a fiduciary duty.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 5.19% | $59.3M | 989,110 | $42.39 | $59.92 | +$3.7M |
X XLK | SELECT SECTOR SPDR TR | 3.63% | $41.4M | 146,988 | $199.15 | $281.86 | +$5.4M |
V VOT | VANGUARD INDEX FDS | 3.50% | $39.9M | 135,832 | $155.34 | $293.79 | +$1.9M |
V VOE | VANGUARD INDEX FDS | 3.02% | $34.4M | 197,125 | $117.53 | $174.58 | +$2.9M |
D DFAS | DIMENSIONAL ETF TRUST | 2.83% | $32.3M | 472,029 | $60.06 | $68.46 | +$3.1M |