# BKM Wealth Management

> BKM Wealth Management is an SEC-registered investment advisory firm in Brookfield, WI, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 323928
- Filed as: BKM WEALTH MANAGEMENT
- Legal name: BKM Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookfield, WI
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323928
- AdvisorCensus page: https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928

## Quick answers

**How is BKM Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), BKM Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BKM Wealth Management located?**
BKM Wealth Management's principal office is in Brookfield, WI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is BKM Wealth Management registered with the SEC or a state?**
BKM Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323928.

**How much does BKM Wealth Management manage?**
BKM Wealth Management reports $651,842,387 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (81% discretionary).

**How have BKM Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for BKM Wealth Management: Regulatory assets under management: $481,413,305 in the October 2023 data and $651,842,387 in the October 2026 data, up 35%. Total employees: 6 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BKM Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (388); high net worth individuals (202); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does BKM Wealth Management use?**
BKM Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does BKM Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323928

**What changed in BKM Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $582,015,571 to $651,842,387 (+12%). Registered or notice-filed in CO, IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $651,842,387
- Discretionary: $525,243,260
- Non-discretionary: $126,599,127

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 388 | $133,042,509 |
| High net worth individuals | 202 | $483,296,344 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $11,191,116 |
| Charitable organizations | Fewer than 5 | $8,274,551 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $16,037,867 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Waukesha, WI

### Websites listed on Form ADV (Item 1.I)
- bkmwm.com
- Facebook @BKMWealthMGMT
- LinkedIn @bkm-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $481,413,305 | 6 | May 22, 2023 |
| October 2024 | $534,627,582 | 6 | March 6, 2024 |
| October 2025 | $582,015,571 | 9 | May 9, 2025 |
| October 2026 | $651,842,387 | 9 | February 12, 2026 |

Regulatory assets under management: $481,413,305 in the October 2023 data and $651,842,387 in the October 2026 data, up 35%.
Total employees: 6 in October 2023 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $582,015,571 to $651,842,387 (+12%).
- Registered or notice-filed in CO, IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BKM Wealth Management (CRD 323928): Form ADV filing data as of October 2026.