BKM WEALTH MANAGEMENT

Overview

BKM Wealth Management is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines discretionary portfolio management with financial planning and the selection of outside advisers, and it also performs business activities tied to insurance brokerage, accounting, and legal services. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are all used—allowing the firm to tailor relationships to client needs. Investmently, BKM leans heavily on pooled public vehicles as the bedrock of client portfolios while using outside managers for specific alternative mandates. Their public-equity exposure is implemented largely through ETFs and mutual funds, with a notable position in a large-cap value ETF that functions as a core equity sleeve. They are not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices