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BKM WEALTH MANAGEMENT
BROOKFIELD, WI
262-955-7147
SEC #801-127026Total AUM
$651.8M
Employees
9Clients
609Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20300 WATER TOWER BOULEVARD, SUITE 250
BROOKFIELD
WI 53045
United States
BROOKFIELD
WI 53045
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
262-955-7147
Other Offices
1
Financials
Total AUM
$651.8M
Accounts
1,921Discretionary
$525.2M
Accounts
1,449Non-Discretionary
$126.6M
Accounts
472
Clients
Individual Clients
388AUM
$133M
HNW Individual Clients
202AUM
$483.3M
Pension/Profit Sharing Plan Clients
9AUM
$11.2M
Charitable Organization Clients
1AUM
$8.3M
Corporation or Business Clients
9AUM
$16M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLILINMNTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.