KMH Wealth Management

Financial Services - Victoria, TX, US

KMH Wealth Management Details

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 it's history back to 1968 when R. L. Keller, CPA left the firm of Williams Keller & Harrison to provide accounting services to a select group of clients. Lane Keller acquired the firm in 1993 and Keller & Associates, CPAs became registered with the U.S. Securities and Exchange Commission in 1998. Substantial growth of the firm led to the formation of KMH Wealth Management, LLC in 2008 as a separate entity. KMH provides financial planning, wealth management and investment services, while Keller & Associates CPAs, PLLC remains the tax and accounting firm. KMH Wealth Management, LLC has over 300 million dollars of client assets under management as of September 2016.

KMH Wealth Management logo, KMH Wealth Management contact details
Website: kmhwealth.com
Employees: 20 - 49
HQ: 361-573-4383
Location: Victoria, TX, US
Revenue: 1 - 2.5 Million
Tax Planning Estate Inheritance and Gift Planning Retirement Planning Multi-Generational Family Planning Insurance Planning Portfolio Design and Monitoring Asset Management Cash Management Education Planning Financial Planning
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