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WMK INVESTMENT PARTNERS
Legal name: WMKI GROUP LLC
CRD 309832File 801-134962
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$211.0M
Below cohort median (national)
Discretionary AUM
$194.9M
Non-discretionary $16.1M
Clients
21
70 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 12, 2025
- Principal office
- Not reported
- Phone
- (818) 804-1508
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $211.0M
- Discretionary AUM
- $194.9M
- Non-discretionary AUM
- $16.1M
- Discretionary accounts
- 44
- Non-discretionary accounts
- 26
- Total accounts
- 70
- AUM per client
- $10.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $87.7M |
| High net worth individuals | 11 | $123.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.