Kmh Wealth Management, Llc
- Regulatory AUM
- $923M
- Discretionary
- $905M
- Clients
- 556
- Avg AUM / client
- $1.7M
- Accounts
- 1,328
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $115M | 12.4% |
| High net worth individuals | 151 | $765M | 82.8% |
| Pension and profit sharing plans | 4 | $7.3M | 0.79% |
| Charitable organizations | 7 | $35.5M | 3.85% |
| Corporations and other businesses | 2 | $707K | 0.08% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Lane Keller | Executive Vice President/ Managing Member | CFP Personal Financial Specialist | Mar 2006 (20y) | 25% – 50% |
| Kyle Wesley Noack | President/Chief Executive Officer/Chief Financial Officer | CFP | Jul 2012 (14y) | 50% – 75% |
| David Benjamin Faskas | Member/ Chief Investment Officer | CFP CFA | Nov 2012 (14y) | 10% – 25% |
| Hannah Katherine Gohmert | Chief Compliance Officer | CFP | Dec 2016 (10y) | Less than 5% |
| Hermes, Brenda, Cathleen | Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| Beth Marie Koonce | Registered representative | CFP | Jun 2016 (10y) | |
| Christopher William Laughhunn | Registered representative | CFP | Jul 2021 (5y) | |
| Sarah Diebel Nix | Registered representative | Jul 2022 (4y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/15/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $852M (92% of AUM) Mar 2026
- Wells Fargo $805M (98% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 15, 2026.
View current Form ADV (SEC/IAPD) ↗