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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERRALL, CASEY | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| BERRALL, CASEY, JOHN | I | MEMBER | C | Control |
| KONS, MATTHEW | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| KONS, MATTHEW, MICHAEL | I | MEMBER | C | Control |
| MANDERS, STEVEN | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, STEVEN, JOSEPH EDWARD | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MANDERS, WILLIAM | I | MEMBER | C | |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
| MANDERS, WILLIAM, JAMES | I | MEMBER | C | Control |
Registrations
Federal
IA
May 9, 2025 REGISTERED
Notice Filings (8)
AZ CA FL IL MN TX WA WI
Address
20300 WATER TOWER BOULEVARD, SUITE 250BROOKFIELD, WI 53045
United States
Phone: 262-955-7147