DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•• W••••• M•••••••••
Legal name B•• W••••• M••••••••• L••
Latest filing Feb 12, 2026
First filing on the tape Nov 11, 2022 · 9 filings
SEC status approved since Dec 9, 2022
RAUM
$652M
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
95%
$616M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$109M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$652M as of Feb 12, 2026
Mar 29, 2023$481M then
HNW client RAUM$483M as of Feb 12, 2026
Mar 29, 2023$329M then
State-registered IARs (5.B.3)6 as of Feb 12, 2026
Mar 29, 20236 then
Employees (5.A)9 as of Feb 12, 2026
Mar 29, 20236 then
Private funds: no history
RAUM +12% over the last fiscal year+11% a year over threeIARs 6 to 6offices 0 to 1
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $109MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $339,325derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $652MreportedItem 5.I
- Custody
- $86.1M, 133 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$483M74%
- Individuals$133M20%
- Corporations and businesses$16.0M2.5%
- Pension and profit-sharing plans$11.2M1.7%
- Charitable organizations$8.3M1.3%
- Individual clients
- 388reported
- HNW clients
- 202reported
- Pension plan clients
- 9reported
- Charitable clients
- n/areported
- Accounts
- 1,921reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $86.1M for 133 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• J••• B•••••• | Brookfield, Wi | Mar 3, 2023 | 22 y | 3 |
| S••••• J••••• E••••• M••••••Certified Financial Planner | Brookfield, Wi | Mar 3, 2023 | 14 y | 2 |
| W•••••• B•••••• | Brookfield, Wi | Mar 3, 2023 | 45 y | 3 |
| W•••••• J•••• M•••••• | Brookfield, Wi | Mar 3, 2023 | 42 y | 4 |
| J••••• S•• P••••••••• | Brookfield, Wi | Mar 3, 2023 | 25 y | 3 |
| M•••••• M•••••• K•••Certified Financial Planner | Brookfield, Wi | Mar 3, 2023 | 24 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••• J••• B•••••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- S••••• J••••• E••••• M•••••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- J••••• S•• P••••••••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- W•••••• B•••••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M•••••• M•••••• K••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- W•••••• J•••• M•••••• from W•••• F•••• A•••••••Mar 3, 2023 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 6 joined from W•••• F•••• A•••••••Mar 6, 2023 · Brookfield, Wi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• C••••• J••• · Membercontrolsince 10/2022 · owns 25% to 50%
- K•••• M••••••• M•••••• · Membercontrolsince 10/2022 · owns 25% to 50%
- M••••••• S•••••• J••••• E••••• · Chief Compliance Officer, Membercontrolsince 10/2022 · owns 25% to 50%
- M••••••• W••••••• J•••• · Membercontrolsince 10/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Brookfield, Wi · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,934 to 1,921May 9, 2025 to Feb 12, 2026
- Corporate clients · 7 to 9May 9, 2025 to Feb 12, 2026
- HNW clients · 180 to 202May 9, 2025 to Feb 12, 2026
- Individual clients · 408 to 388May 9, 2025 to Feb 12, 2026
- Pension plan clients · 12 to 9May 9, 2025 to Feb 12, 2026
- Assets in custody · $73.9M to $86.1MMay 9, 2025 to Feb 12, 2026
- Discretionary RAUM · $468M to $525MMay 9, 2025 to Feb 12, 2026
- HNW RAUM · $423M to $483MMay 9, 2025 to Feb 12, 2026
- Individual RAUM · $134M to $133MMay 9, 2025 to Feb 12, 2026
- Non-discretionary RAUM · $114M to $127MMay 9, 2025 to Feb 12, 2026
- Pension RAUM · $15.0M to $11.2MMay 9, 2025 to Feb 12, 2026
- RAUM · $582M to $652MMay 9, 2025 to Feb 12, 2026
- Employees · 8 to 9Jan 30, 2025 to May 9, 2025
- Financial planning clients · 0 to 0Jan 30, 2025 to May 9, 2025
- Other offices · 0 to 1Jan 30, 2025 to May 9, 2025
- Related insurance company · false to trueJan 30, 2025 to May 9, 2025
- Accounts · 1,961 to 1,934Mar 6, 2024 to Jan 30, 2025
- Corporate clients · unset to 7.0Mar 6, 2024 to Jan 30, 2025
- HNW clients · 167 to 180Mar 6, 2024 to Jan 30, 2025
- Individual clients · 430 to 408Mar 6, 2024 to Jan 30, 2025
- Pension plan clients · 11 to 12Mar 6, 2024 to Jan 30, 2025
- Assets in custody · $53.2M to $73.9MMar 6, 2024 to Jan 30, 2025
- Employees · 6 to 8Mar 6, 2024 to Jan 30, 2025
- Discretionary RAUM · $418M to $468MMar 6, 2024 to Jan 30, 2025
- HNW RAUM · $380M to $423MMar 6, 2024 to Jan 30, 2025
- Individual RAUM · $132M to $134MMar 6, 2024 to Jan 30, 2025
- Non-discretionary RAUM · $117M to $114MMar 6, 2024 to Jan 30, 2025
- Pension RAUM · $12.9M to $15.0MMar 6, 2024 to Jan 30, 2025
- RAUM · $535M to $582MMar 6, 2024 to Jan 30, 2025
- Accounts · 1,856 to 1,961Oct 16, 2023 to Mar 6, 2024
- HNW clients · 142 to 167Oct 16, 2023 to Mar 6, 2024
- Individual clients · 343 to 430Oct 16, 2023 to Mar 6, 2024
- Pension plan clients · 9 to 11Oct 16, 2023 to Mar 6, 2024
- Assets in custody · $38.5M to $53.2MOct 16, 2023 to Mar 6, 2024
- Discretionary RAUM · $387M to $418MOct 16, 2023 to Mar 6, 2024
- HNW RAUM · $329M to $380MOct 16, 2023 to Mar 6, 2024
- Individual RAUM · $129M to $132MOct 16, 2023 to Mar 6, 2024
- Non-discretionary RAUM · $94.4M to $117MOct 16, 2023 to Mar 6, 2024
- Pension RAUM · $18.6M to $12.9MOct 16, 2023 to Mar 6, 2024
- RAUM · $481M to $535MOct 16, 2023 to Mar 6, 2024
Signals
2 dated events
- 6 advisors left W•••• F•••• A••••••• (Brookfield, WI) for B•• W••••• M••••••••• on the same dayMar 6, 2023 · Team lift-out · derived
- B•• W••••• M••••••••• filed its initial SEC registration (Form ADV)Nov 11, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@b••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 262-955-7147reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 262-955-7150reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bkm-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 262-955-7147reportedpublic record, Form ADV, Feb 12, 2026
- Contact form
- b••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $109Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026