20300 Water Tower Boulevard, Suite 250
Brookfield, Wisconsin 53045
Tel: 262-955-7147
BKM WEALTH MANAGEMENT, formally registered with the SEC as BKM WEALTH MANAGEMENT. The firm was established in 12/09/2022. They have over 1 offices throughout the country.
BKM WEALTH MANAGEMENT is a Brookfield, Wisconsin based Financial Planning firm with nearly $582,015,571 assets under management, offering retirement planning & investment advisory services to 1934 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323928 |
SEC# | 801-127026 |
Assets Managed by Firm | $582,015,571 |
No. of Clients | 1934 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1934 | $582,015,571 |
Individuals (other than high net worth individuals) | 408 | $134,085,408 |
High net worth individuals | 180 | $422,663,443 |
Pension and profit sharing plans | 12 | $14,992,969 |
Charitable organizations | Fewer than 5 clients | $7,729,432 |
Corporations or other businesses | 7 | $2,544,319 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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