# JKM Wealth Management Inc

> JKM Wealth Management Inc is a state-registered investment advisory firm in Boca Raton, FL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 297564
- Filed as: JKM WEALTH MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297564
- AdvisorCensus page: https://advisorcensus.com/firm/jkm-wealth-management-inc-boca-raton-fl-297564

## Quick answers

**How is JKM Wealth Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), JKM Wealth Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is JKM Wealth Management Inc located?**
JKM Wealth Management Inc's principal office is in Boca Raton, FL, according to its Form ADV.

**Is JKM Wealth Management Inc registered with the SEC or a state?**
JKM Wealth Management Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297564.

**How much does JKM Wealth Management Inc manage?**
JKM Wealth Management Inc reports $44,647,477 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (86% discretionary).

**What types of clients does JKM Wealth Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43).

**Does JKM Wealth Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297564

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,647,477
- Discretionary: $38,558,527
- Non-discretionary: $6,088,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $20,721,997 |
| High net worth individuals | Fewer than 5 | $17,836,530 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,088,950 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JKM Wealth Management Inc (CRD 297564): Form ADV filing data as of October 2026.