Wmki Group LLC
● SEC registered since 2025CRD 309832SEC# 801-134962
Reg. AUM
$211M
Employees
5
Accounts
70
Location
—
About Wmki Group
WMK Investment Partners serves ultra-high-net-worth families and institutions with an independent, value-oriented approach to creating and preserving generational wealth. The firm emphasizes an owner-operator mindset, aligned interests with clients, and work across both public and private market opportunities for family offices and similar investors.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| William Edward Knowles Control | Chief Compliance Officer | Under 5% | 2020 |
| Wmki Holdings LLC Control | Member | Over 75% | 2026 |
| William Edward Knowles Control | Manager Member | — | 2026 |
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 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211M▲ 63%
Nov '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$211Mregulatory AUM
Discretionary $194.9MNon-discretionary $16.1M