WMKI GROUP LLC
Doing business as WMK INVESTMENT PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$211,019,817
Discretionary
$194,947,310
Non-discretionary
$16,072,507
Firm details
- CRD number
- 309832
- SEC file number
- 801-134962
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of November 2026.