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BKM Wealth Management

EST. AUM
$651,842,387

CONTACTS
4

CLIENT ACCOUNTS
1,921

Firm Details

Metro area Milwaukee
CRD Number 323928
Website bkmwm.com
Client types

Overview

BKM Wealth Management is a family-run, fee-only, registered investment adviser (RIA) that provides financial planning, investment management, and financial advisory services to a select group of individuals, families, and business owners. The firm takes pride in providing personalized service to its clients and acknowledges that it is held to a fiduciary standard of care, obligated to put its clients' interests first. BKM was founded by two family teams of experienced financial advisors with the shared mission to positively impact the lives of their clients. Whether clients are in the early stages of building wealth or facing complex retirement or estate-planning choices later in life, the firm is ready and equipped to help them make decisions for their future.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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