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BKM WEALTH MANAGEMENT

20300 Water Tower Boulevard, Suite 250
Brookfield, Wisconsin 53045
Tel: 262-955-7147

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About BKM WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#323928
SEC#801-127026
Assets Managed by Firm$582,015,571
No. of Clients1934
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1934$582,015,571
Individuals (other than high net worth individuals)408$134,085,408
High net worth individuals180$422,663,443
Pension and profit sharing plans12$14,992,969
Charitable organizationsFewer than 5 clients$7,729,432
Corporations or other businesses7$2,544,319

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