Kom Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 4, 2026, reports $408M in regulatory assets under management, 7 employees, and 2,126 accounts.
Assets Under Management
$408M
Employees
7
Offices
--
Total Clients
575
Primary office
APPLETON, WI
3601 E. EVERGREEN DRIVE, SUITE 100, APPLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.5% of total clients.
Top client categories% of clientsClients
1
Individuals
71.5%
411
2
HNWI
27.1%
156
3
Corporations
1.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of March 4, 2026
Discretionary99.4%
$405M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$408M
Total Accounts2,126
10Y AUM Change+$141M (+52.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee82:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.