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Hannah Katherine Gohmert

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas
SIE, Series 7, Series 63, Series 66Clean record9 years registeredKMH WEALTH MANAGEMENT, LLC
101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 6414757Firm CRD# 111610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hannah Katherine Gohmert · VICTORIA, TX
Registration
CRD #6414757 · KMH WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Dec 2016present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · December 27, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KMH WEALTH MANAGEMENT, LLC
CRD 111610 · SEC 801-55234
AUM
$704M
Regulatory assets under management
Employees
12
1,246 client accounts
Services offered by KMH WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Hannah Katherine Gohmert offer?
Hannah Katherine Gohmert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.
What are Hannah Katherine Gohmert's credentials?
Hannah Katherine Gohmert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hannah Katherine Gohmert located?
Hannah Katherine Gohmert is based in VICTORIA, Texas, working with KMH WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.
How does Hannah Katherine Gohmert charge for services?
Hannah Katherine Gohmert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KMH WEALTH MANAGEMENT, LLC?
KMH WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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