KMH Wealth Management, LLC

www.kmhwealth.com

KMH 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.

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KMH 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.

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Country

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State

Texas

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City (Headquarters)

Victoria

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Employees

11-50

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Founded

1998

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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