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BKM WEALTH MANAGEMENT
BKM WEALTH MANAGEMENT, LLC
CRD 323928 · SEC 801-127026
20300 WATER TOWER BOULEVARD, SUITE 250, BROOKFIELD, WI, 53045, United States
Phone
262-955-7147
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$651.8M
Discretionary AUM
$525.2M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $133.0M |
| High net worth individuals | 202 | $483.3M |
| Pension/profit sharing plans | 9 | $11.2M |
| Corporations/business entities | 9 | $16.0M |
States served
AZ, CA, CO, IL, IN, MN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD