KMH Wealth Management, LLC
www.kmhwealth.comKMH Wealth Management is an investment advisory firm offering a broad range of financial planning services including investment, retirement, insurance, income tax, estate, and risk planning. KMH traces its history back to 1969 when R. L. Keller, CPA left the firm of Williams Keller & Harrison to provide accounting services to a select group of clients and multi-generational families. Lane Keller, R.L.’s son, acquired the firm in 1993 and Keller & Associates, CPAs became registered with the U.S. Securities and Exchange Commission in 1998. A focus on financial planning resulted in substantial growth of the firm. Consequently, this led to the formation of KMH Wealth Management, LLC in 2008 as a separate entity. KMH’s affiliation with Keller & Associates CPAs, PLLC provides our clients with a holistic financial planning approach that includes tax planning and tax preparation. KMH Wealth Management, LLC has over 650 million dollars of client assets under management as of December 31, 2021.
Read moreKMH Wealth Management is an investment advisory firm offering a broad range of financial planning services including investment, retirement, insurance, income tax, estate, and risk planning. KMH traces its history back to 1969 when R. L. Keller, CPA left the firm of Williams Keller & Harrison to provide accounting services to a select group of clients and multi-generational families. Lane Keller, R.L.’s son, acquired the firm in 1993 and Keller & Associates, CPAs became registered with the U.S. Securities and Exchange Commission in 1998. A focus on financial planning resulted in substantial growth of the firm. Consequently, this led to the formation of KMH Wealth Management, LLC in 2008 as a separate entity. KMH’s affiliation with Keller & Associates CPAs, PLLC provides our clients with a holistic financial planning approach that includes tax planning and tax preparation. KMH Wealth Management, LLC has over 650 million dollars of client assets under management as of December 31, 2021.
Read moreCountry
State
Texas
City (Headquarters)
Victoria
Industry
Employees
11-50
Founded
1998
Estimated Revenue
$1 to $1,000,000
Social
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Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Portfolio Manager
Email ****** @****.comPhone (***) ****-****