|
⚲
|
| Keyboard |
| KOM Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 142682 |
| SEC # | 801-67464 |
| CIK # | 0001804116 |
| AUM | 407.8 M (2026-03-04) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-733-3865 |
| Address | 3601 E Evergreen Drive Appleton, WI 54913 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 4.8 | ||
| Wheaton Precious Metals Corp | 3.1 | ||
| Microsoft Corp | 2.1 | ||
| Newmont Mining Corp /DE/ | 1.5 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 135.3 |
| (b) Individuals (high net worth individuals) | 156 | 271.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,126 | 407.8 |
| By Discretionary | ||
| Discretionary | 2,110 | 405.4 |
| Non-Discretionary | 16 | 2.4 |
| Total | 2,126 | 407.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.8 | |
| Total | 2,126 | 407.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001804116] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Grove Street Fiduciary LLC
✚
|
NH | 413.2 M |
|
Grandview Asset Management LLC
✚
|
PA | 411.7 M |
|
Copper Financial Network LLC
✚
|
KS | 410.7 M |
|
Access Financial Resources Inc
✚
|
OK | 410.6 M |
|
Henderson Brothers Financial Partners LLC
✚
|
PA | 406.8 M |
|
Guerra Advisors Inc
✚
|
FL | 406.2 M |
|
Naples Asset Management Co LLC
✚
|
NC | 404.3 M |
|
Axiom Financial Strategies Group LLC
✚
|
IN | 404.1 M |
|
Cloud Investments LLC
✚
|
AL | 404.0 M |
|
Mainsail Financial Group LLC
✚
|
WA | 403.9 M |