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WMK INVESTMENT PARTNERS

WMKI GROUP LLC

CRD 309832 · SEC 801-134962

Visit website

CO, United States

Phone

(818) 804-1508

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$211.0M

Discretionary AUM

$194.9M

Team

5 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals11$123.3M
Corporations/business entities10$87.7M

States served

CO, NE, TX, FL

All web addresses on file

Official SEC filing: View on IAPD