BKM Wealth Management, LLC
BKM Wealth Management, LLC is an independent, locally owned, fee-only wealth management firm headquartered in Brookfield, Wisconsin. Founded to serve a select group of individuals, families, and business owners, it offers comprehensive financial advisory services including integrated tax planning, investment management, and personalized financial planning. BKM Wealth Management is registered as an Investment Adviser and operates with approximately 9 employees, serving primarily high net worth individuals and retirement plan sponsors with a strong focus on holistic, client-centered advice.
Investment Strategy
BKM Wealth Management pursues a client-centric investment approach tailored to each client's goals and financial situation. The firm emphasizes holistic planning, integrating investment management with advanced tax strategy to build, manage, preserve, and transition wealth. BKM does not promote proprietary investment products; rather, it creates well-constructed financial plans and diversified portfolios designed to empower clients to enjoy their wealth and achieve long-term financial wellness. Their advice combines comprehensive financial planning, disciplined portfolio construction, and ongoing risk management,
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.91% | $12.6M | 25,253 | $411.77 | $497.41 | +$2.5M |
I IVE | ISHARES TR | 4.84% | $12.4M | 63,429 | $174.44 | $195.42 | +$238.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 4.29% | $11.0M | 192,776 | $47.98 | $57.01 | +$975.8K |
I IVW | ISHARES TR | 4.14% | $10.6M | 96,263 | $75.57 | $110.10 | +$1.5M |
A AAPL | APPLE INC | 4.03% | $10.3M | 50,337 | $215.88 | $205.17 | -$1.0M |