RIA Intel›Advisers›Wisconsin›BKM WEALTH MANAGEMENT, LLC

BKM WEALTH MANAGEMENT, LLC

Advisory

N·BROOKFIELD, WI

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM

$652M

1-Year AUM Growth

+11.1%

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$652M

Discretionary AUM$525M

Non-Discretionary AUM$127M

Discretionary %80.6%

Total Clients607

Team

Total Employees5

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingNov 11, 2022

Latest FilingFeb 12, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BKM WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.