WMK Investment Partners

Overview

WMK Investment Partners is a privately held limited liability company that provides portfolio management to both individual/family clients and institutional or business accounts. The firm is SEC-registered (2025) and delivers discretionary portfolio management for individuals, small businesses, and institutional clients. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, reflecting arrangements commonly used when managers allocate to illiquid or outsourced strategies. The firm does not identify as an active ESG investor and does not list pension consulting or multi-state adviser status. WMK Investment Partners operates under a domestic entity/individual ownership structure and is classified outside the standard public categories in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives