BKM Wealth Management is an investment advisor in Brookfield with $481.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844983942
SEC advisor number
801-127026
FINRA CRD number
323928
AUM ?
$481.41 mm
(as of 22 May 23)
Accounts
1,856
(as of 22 May 23)
Employees
6
(5 investment advisory or research)
Office hours
Monday - Friday, 9AM-5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Berrall, Casey, John | Member | 10/2022 | 25-50% |
Kons, Matthew, Michael | Member | 10/2022 | 25-50% |
Manders, Steven, Joseph Edward | Chief Compliance Officer, Member | 10/2022 | 25-50% |
Manders, William, James | Member | 10/2022 | 25-50% |
Latest filings (excl ownership)
No filings