BKM Wealth Management

Overview

BKM Wealth Management is an SEC registered investment adviser based in Brookfield, WI, registered since 2022. It reports $652M in assets under management across 1,921 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$652M

Discretionary

81%

Accounts

1,921

Average account

$339K

Employees

9

Advisory reps

6

Registered since

2022

Jurisdictions

10

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Steven Joseph Edward Manders Chief Compliance Officer, Member CRD 6077589
• Casey John Berrall Member CRD 4725677
• Matthew Michael Kons Member CRD 2844488

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Casey John Berrall Investment Adviser Rep CRD 4725677
• William Berrall Investment Adviser Rep CRD 853828
• Matthew Michael Kons Investment Adviser Rep CRD 2844488

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

20300 Water Tower Blvd Ste 250
Brookfield, WI 53045

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: bkmwm.com

Every state, with registration dates

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