KOM WEALTH MANAGEMENT GROUP, LLC
CRD #142682 SEC #801-67464 APPLETON, WI 920-733-3865
SEC Registered
Total AUM
$385M
Discretionary
$380.8M
Employees
7
Clients
0
Accounts
2,279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $385M | $380.8M | $4.2M | 7 | 0 |
| Aug 2025 | $385M | $380.8M | $4.2M | 7 | 0 |
| Mar 2025 | $385M | $380.8M | $4.2M | 7 | 0 |
| Mar 2024 | $343.3M | $339.4M | $3.9M | 6 | 0 |
| Nov 2023 | $298.3M | $294.6M | $3.7M | 7 | 0 |
| Mar 2023 | $298.3M | $294.6M | $3.7M | 7 | 0 |
| Nov 2022 | $329.8M | $324M | $5.7M | 12 | 0 |
| Jun 2022 | $329.8M | $324M | $5.7M | 12 | 0 |
| Mar 2022 | $329.8M | $324M | $5.7M | 12 | 0 |
| Jan 2022 | $566.4M | $542.4M | $24.1M | 12 | 0 |
| Aug 2021 | $566.4M | $542.4M | $24.1M | 9 | 0 |
| Jun 2021 | $566.4M | $542.4M | $24.1M | 9 | 0 |
| May 2021 | $566.4M | $542.4M | $24.1M | 9 | 0 |
| Apr 2021 | $566.4M | $542.4M | $24.1M | 9 | 0 |
| Mar 2021 | $566.4M | $542.4M | $24.1M | 10 | 0 |
| Mar 2021 | $566.4M | $542.4M | $24.1M | 10 | 0 |
| May 2020 | $475.8M | $450.9M | $24.9M | 10 | 0 |
| Mar 2020 | $475.8M | $450.9M | $24.9M | 10 | 0 |
| Mar 2019 | $362.1M | $347.9M | $14.2M | 9 | 0 |
| Mar 2018 | $337.8M | $323.2M | $14.7M | 9 | 0 |
| Mar 2017 | $266.7M | $258.7M | $8M | 8 | 728 |
| Mar 2016 | $231M | $218.3M | $12.7M | 8 | 700 |
| Mar 2015 | $218.6M | $208.1M | $10.5M | 7 | 700 |
| Mar 2014 | $180.8M | $180.8M | $0 | 7 | 622 |
| Mar 2013 | $154.8M | $154.8M | $0 | 4 | 600 |
| Mar 2012 | $131.3M | $131.3M | $0 | 6 | 600 |
| Mar 2011 | $122.4M | $122.4M | $0 | 10 | -- |
| May 2009 | $77.6M | $77M | $600K | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
| Jan 2007 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$385M
Discretionary$380.8M
Non-Disc.$4.2M
Employees7
Clients0
DateAug 2025
Total AUM$385M
Discretionary$380.8M
Non-Disc.$4.2M
Employees7
Clients0
DateMar 2025
Total AUM$385M
Discretionary$380.8M
Non-Disc.$4.2M
Employees7
Clients0
DateMar 2024
Total AUM$343.3M
Discretionary$339.4M
Non-Disc.$3.9M
Employees6
Clients0
DateNov 2023
Total AUM$298.3M
Discretionary$294.6M
Non-Disc.$3.7M
Employees7
Clients0
DateMar 2023
Total AUM$298.3M
Discretionary$294.6M
Non-Disc.$3.7M
Employees7
Clients0
DateNov 2022
Total AUM$329.8M
Discretionary$324M
Non-Disc.$5.7M
Employees12
Clients0
DateJun 2022
Total AUM$329.8M
Discretionary$324M
Non-Disc.$5.7M
Employees12
Clients0
DateMar 2022
Total AUM$329.8M
Discretionary$324M
Non-Disc.$5.7M
Employees12
Clients0
DateJan 2022
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees12
Clients0
DateAug 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees9
Clients0
DateJun 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees9
Clients0
DateMay 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees9
Clients0
DateApr 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees9
Clients0
DateMar 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees10
Clients0
DateMar 2021
Total AUM$566.4M
Discretionary$542.4M
Non-Disc.$24.1M
Employees10
Clients0
DateMay 2020
Total AUM$475.8M
Discretionary$450.9M
Non-Disc.$24.9M
Employees10
Clients0
DateMar 2020
Total AUM$475.8M
Discretionary$450.9M
Non-Disc.$24.9M
Employees10
Clients0
DateMar 2019
Total AUM$362.1M
Discretionary$347.9M
Non-Disc.$14.2M
Employees9
Clients0
DateMar 2018
Total AUM$337.8M
Discretionary$323.2M
Non-Disc.$14.7M
Employees9
Clients0
DateMar 2017
Total AUM$266.7M
Discretionary$258.7M
Non-Disc.$8M
Employees8
Clients728
DateMar 2016
Total AUM$231M
Discretionary$218.3M
Non-Disc.$12.7M
Employees8
Clients700
DateMar 2015
Total AUM$218.6M
Discretionary$208.1M
Non-Disc.$10.5M
Employees7
Clients700
DateMar 2014
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients622
DateMar 2013
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients600
DateMar 2012
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees6
Clients600
DateMar 2011
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$77.6M
Discretionary$77M
Non-Disc.$600K
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--