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| Keyboard |
| WMKI Group LLC
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|---|---|
| CRD # | 309832 |
| SEC # | 801-134962 |
| CIK # | |
| AUM | 211.0 M (2026-04-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 818-804-1508 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 123.3 |
| (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 | 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 | 10 | 87.7 |
| (n) Other | 0 | 0.0 |
| Total | 70 | 211.0 |
| By Discretionary | ||
| Discretionary | 44 | 194.9 |
| Non-Discretionary | 26 | 16.1 |
| Total | 70 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 70 | 211.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Lake Capital Partners LLC
✚
|
TX | 211.5 M |
|
KRM Financial Planning & Wealth Management LLC
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IL | 211.5 M |
|
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|
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|
Personal Choice Financial Advisors LLC
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|
Apex Investment Group LLC
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|
Pinnacle Wealth Management LLC
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|
Phase III Advisory Services Ltd
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|
IL | 210.9 M |
|
Wealthcare Asset Management LLC
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|
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|
Albert D Mason Inc
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MA | 210.6 M |