Investment adviser · CRD 325111

KONVERGENT WEALTH PARTNERS

Investment adviser filing (IA)

HWM LLC

GIG HARBOR, WA, United States · Form ADV filed Feb 10, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 10, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3312 ROSEDALE ST. NW, SUITE 102
GIG HARBOR, WA, 98335, United States

CRD 325111

Filing source

Form ADV 1712837 · Feb 10, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.