# WMK Investment Partners

> WMK Investment Partners is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 309832
- Filed as: WMK INVESTMENT PARTNERS
- Legal name: Wmki Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309832
- AdvisorCensus page: https://advisorcensus.com/firm/wmk-investment-partners-309832

## Quick answers

**How is WMK Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), WMK Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is WMK Investment Partners registered with the SEC or a state?**
WMK Investment Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309832.

**How much does WMK Investment Partners manage?**
WMK Investment Partners reports $211,019,817 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (92% discretionary).

**What types of clients does WMK Investment Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); corporations or other businesses not listed above (10).

**Which custodians does WMK Investment Partners use?**
WMK Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC, BNY Mellon Securities Corporation, Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does WMK Investment Partners 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/309832

**What changed in WMK Investment Partners' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AZ, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Minimum annual fee: $1,000

> Our firm requires a minimum annual advisory fee of $1,000 in order to provide advisory services to you. The firm may waive the minimum upon the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- BNY Mellon Securities Corporation
- Charles Schwab & Co., Inc.
- Interactive Brokers 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: $211,019,817
- Discretionary: $194,947,310
- Non-discretionary: $16,072,507

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 11 | $123,344,700 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 10 | $87,675,117 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wmkinvestmentpartners.com
- LinkedIn @wmk-investment-partners

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AZ, CA.

### April 2026
- Regulatory assets under management went from $129,310,416 to $211,019,817 (+63%).
- Registered or notice-filed in NE, TX.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WMK Investment Partners (CRD 309832): Form ADV filing data as of October 2026.