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Wmki Group LLC

● SEC registered since 2025CRD 309832SEC# 801-134962
Export (members)
Reg. AUM
$211M
Employees
5
Accounts
70
Location

Wmki Group LLC assets under management

Wmki Group LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $211 million in regulatory assets under management and employs 5 people.

Wmki Group LLC owners & executives

3 reported
NameTitleOwnershipSince
William Edward Knowles ControlChief Compliance OfficerUnder 5%2020
Wmki Holdings LLC ControlMemberOver 75%2026
William Edward Knowles ControlManager Member2026

Frequently asked questions

How much does Wmki Group LLC manage?

Wmki Group LLC reports $211 million in regulatory assets under management on its Form ADV.

How many employees does Wmki Group LLC have?

Wmki Group LLC reports 5 employees.

Does Wmki Group LLC disclose fund performance?

Wmki Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(818) 804-1508
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$211M▲ 63%
Nov '25 — $129.3MDec '25 — $129.3MJan '26 — $129.3MFeb '26 — $129.3MMar '26 — $211MApr '26 — $211MMay '26 — $211MJun '26 — $211M
Nov '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$211Mregulatory AUM
Discretionary $194.9MNon-discretionary $16.1M