← Tributary

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD 323928 · IAPD ↗ · bkmwm.com · 262-955-7147

$651.8MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — BKM WEALTH MANAGEMENT notice-filed in CO, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — BKM WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — BKM WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.4M -> $534.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.