BROOKFIELD, WICRD 323928Latest ADV February 12, 2026
Bkm Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated February 12, 2026, reports $652M in regulatory assets under management, 9 employees, 1 office, and 1,921 accounts.
Assets Under Management
$652M
Employees
9
Offices
1 office
Total Clients
608
Primary office
BROOKFIELD, WI
20300 WATER TOWER BOULEVARD, SUITE 250, BROOKFIELD, 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 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
388
2
HNWI
33.2%
202
3
Pension Plans
1.5%
9
4
Corporations
1.5%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$652Mas of February 12, 2026
Discretionary80.6%
$525M
81% of total RAUM80.6%
Non-discretionary19.4%
$127M
19% of total RAUM19.4%
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$652M
Total Accounts1,921
10Y AUM Change+$652M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee68:1
10Y Employee Change+3 (+50.0%)
* 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.