BKM Wealth Management

RIASEC Registered
Total AUM
$652M
Discretionary
$525M
81% of AUM
Avg account
$339K
Accounts
1,921
Employees
9
Advisory reps
6

Firm details

Headquarters
Brookfield, Wisconsin
CRD number
323928
Registered since
December 9, 2022
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.14%
  • Individuals20.41%
  • Corporations / Businesses2.46%
  • Pension & Profit Sharing Plans1.72%
  • Charitable Organizations1.27%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

BKM Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that selects third-party managers when appropriate. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. The firm also performs non-advisory business activities as an insurance broker and maintains accounting and law firm affiliations. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. BKM does not present itself as an active ESG investor and it is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 36%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 8%, State & Local Bonds 2%, US Government Bonds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds8%
  • State & Local Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$168M in ETFs

Passive

95%

$159M

Active

4%

$8.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 VALUE ETF (IVE)BlackRockPassiveLarge Value$15.8M69,3219.41%

Location

Primary office

Brookfield, WI

Waukesha

Location

Brookfield, WI

Headquartered in Brookfield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Waukesha
Address
20300 Water Tower Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth