| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey John Berrall Control | Member | 25-50% | 2022 |
| Matthew Michael Kons Control | Member | 25-50% | 2022 |
| Steven Joseph Edward Manders Control | Chief Compliance Officer, Member | 25-50% | 2022 |
Bkm Wealth Management, LLC reports $582 million in regulatory assets under management on its Form ADV.
Bkm Wealth Management, LLC reports 9 employees.
Bkm Wealth Management, LLC is based in Brookfield, WI and has been SEC-registered since 2022.
Bkm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 |
| Phone | 262-955-7147 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2007263 |
| Discloses disciplinary history | No |
| Discretionary | $467.6M |
| Non-discretionary | $114.5M |
| Total (RAUM) | $582M |