BKM Wealth Management

RIASEC Registered

Total AUM

$652M

Discretionary

$525M

81% of AUM

Avg account

$339K

Accounts

1,921

Employees

Advisory reps

Firm details

Headquarters: Brookfield, Wisconsin
CRD number: 323928
Registered since: December 9, 2022
Website: www.bkmwm.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.14%
Individuals20.41%
Corporations / Businesses2.46%
Pension & Profit Sharing Plans1.72%
Charitable Organizations1.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

BKM Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that selects third-party managers when appropriate. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. The firm also performs non-advisory business activities as an insurance broker and maintains accounting and law firm affiliations. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. BKM does not present itself as an active ESG investor and it is not designated as a multi-state adviser.