Krm Financial Planning & Wealth Management, LLC
● SEC registered since 2026CRD 338738SEC# 801-135064St. Charles, IL
Reg. AUM
$211.5M
Employees
3
Accounts
516
Location
St. Charles, IL
Krm Financial Planning & Wealth Management, LLC assets under management
Krm Financial Planning & Wealth Management, LLC operates as an SEC-registered investment adviser based in St. Charles, IL. The firm has been registered since 2026. It reports $211.5 million in regulatory assets under management and employs 3 people.
Krm Financial Planning & Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kraig Richard Mickelsen Control | Llc Managing Member / Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Krm Financial Planning & Wealth Management, LLC manage?
Krm Financial Planning & Wealth Management, LLC reports $211.5 million in regulatory assets under management on its Form ADV.
How many employees does Krm Financial Planning & Wealth Management, LLC have?
Krm Financial Planning & Wealth Management, LLC reports 3 employees.
Where is Krm Financial Planning & Wealth Management, LLC located?
Krm Financial Planning & Wealth Management, LLC is based in St. Charles, IL and has been SEC-registered since 2026.
Does Krm Financial Planning & Wealth Management, LLC disclose fund performance?
Krm Financial Planning & 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 | 555 S. Randall Road, Suite 202, St. Charles, IL 60174 |
| Phone | 630-377-8760 |
| Fax | 630-377-8769 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.5MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$211.5Mregulatory AUM
Discretionary $211MNon-discretionary $520K