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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| MCGLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| McGlone, Kenneth, John | I | PARTNER | C | Control |
| McGlone, Kenneth, John | I | PARTNER | C | Control |
| McGlone, Kenneth, John | I | PARTNER | C | Control |
| McGlone, Kenneth, John | I | PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | C | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| KERNTKE, CLAUS, PETER | I | SENIOR PARTNER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JAMES, MIKE | I | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| MC GLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MC GLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MC GLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MC GLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| MCGLONE, JASON, ANTHONY | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| OTTO, RICHARD, MICHAEL | I | SENIOR PARTNER | B | Control |
| Klepps, Kaley, Marie | I | PARTNER | A | |
| Klepps, Kaley, Marie | I | PARTNER | A | |
| Klepps, Kaley, Marie | I | PARTNER | A | |
| Klepps, Kaley, Marie | I | PARTNER | A | |
| Sommerfeld, Troy, Allen | I | PARTNER | A | |
| Sommerfeld, Troy, Allen | I | PARTNER | A | |
| Sommerfeld, Troy, Allen | I | PARTNER | A | |
| Sommerfeld, Troy, Allen | I | PARTNER | A |
Registrations
Federal
IA
Dec 24, 2025 REGISTERED
Notice Filings (9)
CO FL IL ME MI MN MO TX WI
Address
3601 E. EVERGREEN DRIVESUITE 100
APPLETON, WI 54913
United States
Phone: 920-733-3865