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| Happy Holidays!! thanks for using AUM13F!! |
| BKM Wealth Management LLC
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| CRD # | 323928 |
| SEC # | 801-127026 |
| CIK # | 0002007263 |
| AUM | $582.0 M (2025-05-09) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 262-955-7147 |
| Address | 20300 Water Tower Boulevard, Suite 250 Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.6 | ||
| Apple Inc | 10.3 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Broadcom Inc | 4.6 | ||
| BlackRock Inc | 3.8 | ||
| Lowes Companies Inc | 3.4 | ||
| Analog Devices Inc | 2.9 | ||
| Abbott Laboratories | 2.8 | ||
| Aflac Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 134.1 |
| (b) Individuals (high net worth individuals) | 180 | 422.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 15.0 |
| (h) Charitable organizations | 0 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,934 | 582.0 |
| By Discretionary | ||
| Discretionary | 1,418 | 467.6 |
| Non-Discretionary | 516 | 114.5 |
| Total | 1,934 | 582.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.0 | |
| Total | 1,934 | 582.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002007263] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Dimensions Family Office Inc
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|
OH | 0.6 |
|
Buckley Wealth Management LLC
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|
NV | 0.6 |
|
QTR Family Wealth LLC
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|
FL | 0.6 |
|
Collegiate Capital Management Inc
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|
NC | 0.6 |
|
Winslow Asset Management Inc
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|
OH | 0.6 |
|
Sandy Cove Advisors LLC
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|
MA | 0.6 |
|
Family WMS LLC
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|
GA | 0.6 |
|
Family Office Research LLC
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|
MD | 0.6 |
|
Dempsey Lord Smith LLC
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|
GA | 0.6 |
|
McDonald Financial Services LLC
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|
AL | 0.6 |