Bkm Wealth Management, LLC
● SEC registered since 2022CRD 323928SEC# 801-127026Brookfield, WI
Reg. AUM
$651.8M
Employees
9
Accounts
1,921
Location
Brookfield, WI
Bkm Wealth Management, LLC assets under management
Bkm Wealth Management, LLC is an SEC-registered investment adviser based in Brookfield, WI. The firm has been registered since 2022. It reports $651.8 million in regulatory assets under management and employs 9 people.
Bkm Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey John Berrall Control | Member | 25-50% | 2022 |
| Matthew Michael Kons Control | Member | 25-50% | 2022 |
| Steven Joseph Edward Manders Control | Chief Compliance Officer, Member | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Bkm Wealth Management, LLC manage?
Bkm Wealth Management, LLC reports $651.8 million in regulatory assets under management on its Form ADV.
How many employees does Bkm Wealth Management, LLC have?
Bkm Wealth Management, LLC reports 9 employees.
Where is Bkm Wealth Management, LLC located?
Bkm Wealth Management, LLC is based in Brookfield, WI and has been SEC-registered since 2022.
Does Bkm Wealth Management, LLC disclose fund performance?
Bkm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 |
| Phone | 262-955-7147 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2007263 |
| Discloses disciplinary history | No |
Regulatory AUM
$651.8M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$651.8Mregulatory AUM
Discretionary $525.2MNon-discretionary $126.6M