BKM WEALTH MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Wisconsin, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,412	$417.5M
Non-Discretionary	549	$117.1M
Total	1,961	$534.6M

Clients

Type	Number	RAUM
Individuals	430	$132.2M
HNW Individuals	167	$380.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	11	$12.9M
Charitable organizations	<5	$7.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$2.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	42.2M

Portfolio Manager to Program	Sponsor
BKM WEALTH MANAGEMENT WRAP FEE PROGRAM	BKM WEALTH MANAGEMENT

Identifiers

SEC RIA File Number	801-127026
SEC ERA File Number	801-127026
SEC CIK Numbers	2007263
SEC CRD Numbers	323928
Legal Entity Identifier	None

Principal Office

20300 WATER TOWER BOULEVARD, SUITE 250
BROOKFIELD
WI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic