BKM WEALTH MANAGEMENT, LLC
Legal name: BKM WEALTH MANAGEMENT
CRD #323928 SEC #801-127026 BROOKFIELD, WI 262-955-7147
SEC Registered
Total AUM
$582M
Discretionary
$467.6M
Employees
9
Clients
0
Accounts
1,934
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $582M | $467.6M | $114.5M | 9 | 0 |
| Jan 2025 | $582M | $467.6M | $114.5M | 8 | 0 |
| Mar 2024 | $534.6M | $417.5M | $117.1M | 6 | 0 |
| Oct 2023 | $481.4M | $387M | $94.4M | 6 | 0 |
| May 2023 | $481.4M | $387M | $94.4M | 6 | 0 |
| Mar 2023 | $481.4M | $387M | $94.4M | 6 | 0 |
| Nov 2022 | $0 | $0 | $0 | 6 | 0 |
| Nov 2022 | $0 | $0 | $0 | 6 | 0 |
DateMay 2025
Total AUM$582M
Discretionary$467.6M
Non-Disc.$114.5M
Employees9
Clients0
DateJan 2025
Total AUM$582M
Discretionary$467.6M
Non-Disc.$114.5M
Employees8
Clients0
DateMar 2024
Total AUM$534.6M
Discretionary$417.5M
Non-Disc.$117.1M
Employees6
Clients0
DateOct 2023
Total AUM$481.4M
Discretionary$387M
Non-Disc.$94.4M
Employees6
Clients0
DateMay 2023
Total AUM$481.4M
Discretionary$387M
Non-Disc.$94.4M
Employees6
Clients0
DateMar 2023
Total AUM$481.4M
Discretionary$387M
Non-Disc.$94.4M
Employees6
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0