BKM Wealth Management

BKM Wealth Management is an SEC-registered investment adviser in Brookfield, WI, registered since 2022. The firm manages $652 million in assets, with $525...

BKM Wealth Management

BKM Wealth Management is an SEC-registered investment adviser in Brookfield, WI, registered since 2022. The firm manages $652 million in assets, with $525 million on a discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

Multi Family Office

What is BKM Wealth Management?

BKM Wealth Management is a multi family office tracked on Altss.

What does Altss track for BKM Wealth Management?

Altss maintains an OSINT-verified profile of BKM Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is BKM Wealth Management?

BKM Wealth Management is classified by Altss as a Multi Family Office.

How does Altss source intelligence on BKM Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was BKM Wealth Management's Altss profile last updated?

BKM Wealth Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.