BKM WEALTH MANAGEMENT

20300 Water Tower Boulevard, Suite 250
Brookfield, Wisconsin 53045
Tel: 262-955-7147

About BKM WEALTH MANAGEMENT

BKM WEALTH MANAGEMENT, formally registered with the SEC as BKM WEALTH MANAGEMENT. The firm was established in 12/09/2022. They have over 1 offices throughout the country.

BKM WEALTH MANAGEMENT is a Brookfield, Wisconsin based Financial Planning firm with nearly $582,015,571 assets under management, offering retirement planning & investment advisory services to 1934 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323928
SEC#	801-127026
Assets Managed by Firm	$582,015,571
No. of Clients	1934
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1934	$582,015,571
Individuals (other than high net worth individuals)	408	$134,085,408
High net worth individuals	180	$422,663,443
Pension and profit sharing plans	12	$14,992,969
Charitable organizations	Fewer than 5 clients	$7,729,432
Corporations or other businesses	7	$2,544,319

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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