BKM WEALTH MANAGEMENT, LLC
Doing business as BKM WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$651,842,387
Discretionary
$525,243,260
Non-discretionary
$126,599,127
Firm details
- CRD number
- 323928
- SEC file number
- 801-127026
- Main office
- BROOKFIELD, WI, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://www.bkmwm.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.