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JKM WEALTH MANAGEMENT INC
CRD 297564
5550 GLADES ROAD, SUITE 500, BOCA RATON, FL, 33431, United States
Phone
(561) 213-1399
Fax
(866) 247-2497
Registration
— (—)
Source
State registered
Total AUM
$44.6M
Discretionary AUM
$38.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $20.7M |
Official SEC filing: View on IAPD