# KRM Financial Planning & Wealth Management

KRM Financial Planning & Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338738
- **SEC file number:** 801-135064
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338738

## About

KRM Financial Planning & Wealth Management, LLC is an SEC-registered investment adviser in St. Charles, IL, registered since 2026. The firm manages $211 million in regulatory assets under management on a discretionary basis. It has 3 employees and 1 investment adviser.

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Last updated: 2026-06-03T20:00:00.000Z

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