BKM WEALTH MANAGEMENT

Legal name: BKM WEALTH MANAGEMENT, LLC

CRD 323928File 801-127026

APPROVED

Retail clients

Custody

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$651.8M

Above cohort median (national)

Discretionary AUM

$525.2M

Non-discretionary $126.6M

Clients

608

1,921 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 9, 2022
Principal office: 20300 WATER TOWER BOULEVARD, SUITE 250, BROOKFIELD, WI, 53045
Phone: 262-955-7147
Website: https://www.bkmwm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $651.8M
Discretionary AUM: $525.2M
Non-discretionary AUM: $126.6M
Discretionary accounts: 1,449
Non-discretionary accounts: 472
Total accounts: 1,921
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$16.0M
Charitable organizations	Fewer than 5	$8.3M
High net worth individuals	202	$483.3M
Pension and profit sharing plans	9	$11.2M
Individuals (other than high net worth individuals)	388	$133.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: 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 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.