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| BKM Wealth Management LLC
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|---|---|
| CRD # | 323928 |
| SEC # | 801-127026 |
| CIK # | 0002007263 |
| AUM | 651.8 M (2026-02-12) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 262-955-7147 |
| Address | 20300 Water Tower Boulevard, Suite 250 Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.8 | ||
| Microsoft Corp | 9.0 | ||
| Broadcom Inc | 6.2 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Alphabet Inc | 5.7 | ||
| Analog Devices Inc | 4.2 | ||
| BlackRock Inc | 3.7 | ||
| Johnson & Johnson | 3.2 | ||
| Harris Corp /DE/ | 3.0 | ||
| Linde PLC | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 133.0 |
| (b) Individuals (high net worth individuals) | 202 | 483.3 |
| (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 | 9 | 11.2 |
| (h) Charitable organizations | 0 | 8.3 |
| (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 | 9 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,921 | 651.8 |
| By Discretionary | ||
| Discretionary | 1,449 | 525.2 |
| Non-Discretionary | 472 | 126.6 |
| Total | 1,921 | 651.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 651.8 | |
| Total | 1,921 | 651.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007263] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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