KOM WEALTH MANAGEMENT GROUP, LLC

CRD 142682File 801-67464

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$407.8M

Below cohort median (national)

Discretionary AUM

$405.4M

Non-discretionary $2.4M

Clients

575

2,126 accounts

Employees

Below cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 19, 2007
Principal office: 3601 E. EVERGREEN DRIVE, SUITE 100, APPLETON, WI, 54913
Phone: 920-733-3865
Website: HTTP://WWW.ONEKOM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $407.8M
Discretionary AUM: $405.4M
Non-discretionary AUM: $2.4M
Discretionary accounts: 2,110
Non-discretionary accounts: 16
Total accounts: 2,126
AUM per client: $709K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$563K
High net worth individuals	156	$271.9M
Individuals (other than high net worth individuals)	411	$135.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.