This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$652MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$525M

Private client RAUM

$616MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,921

Individual clients

388

High net worth clients

202

Custody, client assets

$86.1M

SEC number

801-127026

CIK

2007263

CRD

323928

Filings on the tape

9

First filed

Nov 11, 2022

Latest filed

Feb 12, 2026

Organised

Limited Liability Company, WI

Website

bkmwm.com

• Occurred

  Mar 6, 2023
  Team lift-out

  6 advisors left Wells Fargo Advisors (Brookfield, WI) for Bkm Wealth Management on the same day

  Form ADVobserved 5 days ago
  6 advisors
• Occurred

  Nov 11, 2022
  First Form ADV filing

  Bkm Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:587c8e7c-8a5c-ffe1-2f8e-20f5ca582024

First observed

Nov 11, 2022

Last observed

Feb 12, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.