BKM Wealth Management

RIASEC RegisteredEst. 2022

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, SEC-registered RIA organized as an LLC that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm blends fee models — percentage of AUM plus hourly and fixed-fee arrangements — and provides a mix of financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. Its public filings also list affiliated business activities spanning insurance brokerage, accounting and law, and it reports an accounting industry affiliation. The adviser registered with the SEC in 2022 and describes itself as not focused on ESG investing. It operates under individual ownership and reports managing both advisory mandates and relationships that use third-party managers or strategies.