HWM LLC

KONVERGENT WEALTH PARTNERS
GIG HARBOR, Washington·1 registered advisor·CRD# 325111
SEC# 801-1274131253-236-7000
01

Firm Overview

AUM
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HWM LLC

1 registered advisor
Homer Scoville Smith
GIG HARBOR, Washington
05

Office Locations

GIG HARBOR, Washington
1 advisor

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Data sourced from SEC Form ADV filings. HWM LLC (CRD# 325111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.