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KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682 · SEC 801-67464
3601 E. EVERGREEN DRIVE, SUITE 100, APPLETON, WI, 54913, United States
Phone
920-733-3865
Fax
920-733-3882
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$407.8M
Discretionary AUM
$405.4M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 411 | $135.3M |
| High net worth individuals | 156 | $271.9M |
| Corporations/business entities | 8 | $563K |
States served
IL, MI, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD