KWM Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and related financial planning services primarily to pooled vehicles, institutional clients, and business entities, operating under authority set forth in its investment advisory agreement. The firm was formed in 2024, began offering advisory services in 2025, and reported no assets under management as of December 23, 2024.
The investment program is built using Modern Portfolio Theory and Monte Carlo planning techniques to set allocations and evaluate probabilities for client objectives, and strategies may include long‑term holdings, short‑term purchases, and trading. Portfolios are managed on a discretionary basis with quarterly account reviews, custodial relationships directed to a designated custodian (the firm requires use of Charles Schwab), and fees billed as a percentage of assets under management.
A noteworthy feature for a firm in this category is its affiliated insurance activity: the principals maintain an outside insurance business with Kaia Insurance Group, LLC and disclose spending roughly 30% of their time on that activity and receiving commissions, and one principal also operates a B2B consulting business that is offered to clients. These outside business activities and the intention to offer insurance or consulting services to clients are disclosed as potential conflicts of interest in the brochure and are addressed through firm procedures, disclosures, and the firm’s stated fiduciary duties; the firm also does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.50% annually
Clients may purchase investment-related products through insurance agents affiliated with the firm, which results in commissions.
Main office
See office96 Beach Walk Blvd, Suite 1243
Conroe TX 77304
Advisors at this office
2
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey G
Series 63, Series 65, Series 66
Conroe, TX
KWM Partners LLC
Jeffrey Gonzales is a financial advisor at KWM Partners LLC in Austin, TX, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His career includes roles at TIAA-CREF, Advice and Planning Services, Wells Fargo Clearing Services, and Trajan Wealth, L.L.C. Gonzales is also active in insurance sales through Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in its investment approach and manages portfolios on a discretionary basis with quarterly reviews.
Michael C
Series 63, Series 66
Richardson, TX
KWM Partners LLC
Michael Collins is a financial advisor at Trajan Wealth, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and LPL Financial. In addition to his advisory role, he is also active as a licensed insurance agent involved in the sale of various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.
Lauren S
Series 65
Conroe, TX
KWM Partners LLC
Lauren Shanks is a financial advisor at KWM Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Faykus Financial LLC and Texas Insurance Services. Outside of her advisory role, she is co-owner of Life of Zoebear LLC, a shelter animal passion project. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques to construct portfolios managed on a discretionary basis.
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