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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
Frequently asked questions
Who runs investment decisions at BKM Wealth Management?
BKM Wealth Management does not publicly name its investment committee or key decision-makers. As an RIA, the firm likely operates with an internal investment committee, but no individual names are available in public records or regulatory filings.
What is BKM Wealth Management's investment strategy?
The firm has not publicly detailed its investment strategy. As a multi-family office RIA, it probably allocates to a mix of equities, fixed income, and alternative assets, but no specific asset-class mix, stage preference, or mandate is disclosed.
What is the minimum net worth to work with BKM Wealth Management?
No minimum net worth requirements are published by the firm. Typical RIAs serving high-net-worth families may require $5–10 million in investable assets, but BKM does not confirm a threshold.
Does BKM Wealth Management manage a single family's wealth or multiple families?
The firm is registered as an RIA and structured as a multi-family office, indicating it serves multiple families rather than a single principal. However, no specific client base or family names are disclosed.
How does BKM Wealth Management charge its clients?
Fee structures are not publicly available. RIAs typically charge an assets-under-management-based fee, a fixed retainer, or a combination. BKM Wealth Management's Form ADV (if filed) would disclose fee schedules, but this is not publicly summarized.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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