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| KRM Financial Planning & Wealth Management LLC
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|---|---|
| CRD # | 338738 |
| SEC # | 801-135064 |
| CIK # | |
| AUM | $211.5 M (2026-05-01) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 630-377-8760 |
| Address | 555 S Randall Road, Suite 202 St Charles, IL 60174 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 51.7 |
| (b) Individuals (high net worth individuals) | 51 | 159.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 211.5 |
| By Discretionary | ||
| Discretionary | 513 | 211.0 |
| Non-Discretionary | 3 | 0.5 |
| Total | 516 | 211.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.5 | |
| Total | 516 | 211.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
iTrust Asset Management LLC
✚
|
KY | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |
|
Virtue Asset Management LLC
✚
|
IL | 0.2 |
|
Blue Summit Financial Group Inc
✚
|
CA | 0.2 |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 0.2 |
|
Apex Investment Group LLC
✚
|
MA | 0.2 |
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
WMKI Group LLC
✚
|
0.2 |