BKM Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
BKM Wealth Management reports 608 clients. They include 388 individual clients, 202 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 80.6% ($525M across 1,449 accounts) are managed with discretion; $127M across 472 accounts are not. A wrap fee program the firm both sponsors and manages holds $652M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 20% |
| High-net-worth individuals | 33% | 74% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 388 | $133M | 20.4% | $343K |
| High-net-worth individuals | 202 | $483M | 74.1% | $2.39M |
| Pension and profit-sharing plans | 9 | $11.2M | 1.7% | $1.24M |
| Charitable organizations | Fewer than 5 | $8.27M | 1.3% | — |
| Corporations and other businesses | 9 | $16M | 2.5% | $1.78M |
| Total | 608 | $652M | 100% | — |
- Clients
- 388
- Regulatory AUM
- $133M
- AUM share
- 20.4%
- Avg. per client
- $343K
- Clients
- 202
- Regulatory AUM
- $483M
- AUM share
- 74.1%
- Avg. per client
- $2.39M
- Clients
- 9
- Regulatory AUM
- $11.2M
- AUM share
- 1.7%
- Avg. per client
- $1.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.27M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $16M
- AUM share
- 2.5%
- Avg. per client
- $1.78M
Total
- Clients
- 608
- Regulatory AUM
- $652M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
BKM Wealth Management charges 1.25%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting are billed at a fixed rate in advance, typically a $3,500 minimum and generally not more than $25,000 a year.
Casey Berrall owns 25% to 50% of BKM Wealth Management. The leadership team of BKM Wealth Management includes Chief Compliance Officer Steven Manders. It has 9 employees, 5 of them in advisory roles.
Leadership
- Steven MandersChief Compliance Officer, Member
- Casey BerrallMember
- Matthew KonsMember
- William MandersMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Casey John Berrall
- William Berrall
- Matthew Michael Kons
- Steven Joseph Edward Manders
- William James Manders
- Jaclyn Sue Pappalardo
Staff
- 9 employees
- 5 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of BKM Wealth Management, LLC
Casey Berrall
Control person · since October 2022
- Owns 25% to 50% of BKM Wealth Management, LLC
Matthew Kons
Control person · since October 2022
- Owns 25% to 50% of BKM Wealth Management, LLC
Steven Manders
Control person · since October 2022
- Owns 25% to 50% of BKM Wealth Management, LLC
William Manders
Control person · since October 2022
BKM Wealth Management’s regulatory assets grew from $481M (May 2023) to $652M (February 2026); clients rose from 494 to 608 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $652M | 608 | 9 | 2 |
| May 2025 | $582M | 607 | 9 | 2 |
| March 2024 | $535M | 608 | 6 | 1 |
| May 2023 | $481M | 494 | 6 | 1 |
Besides its headquarters, BKM Wealth Management has 1 office, with 2 listed addresses in Wisconsin.
Wisconsin · 2 listed addresses
- 20300 Water Tower Boulevard, Suite 250, BrookfieldHQ
- 328 W Sunset DR, Waukesha
Contact and registration details
- Legal name
- BKM Wealth Management, LLC
- Headquarters
- 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045
- Website
- bkmwm.com
- Phone
- 262-955-7147
- @bkm-wealth-management
- SEC file
- 801-127026
- Structure
- Wisconsin LLC
- Fiscal year end
- December
BKM Wealth Management uses Wells Fargo Clearing Services ($652M) as custodian for its separately managed accounts. BKM Wealth Management has custody of $86.1M in client assets for 133 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $652M100%
At year end, BKM Wealth Management’s separately managed accounts were largely in funds (45%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $282M across 148 positions; the largest are iShares TR (5.0%), Apple Inc. (4.6%) and Vanguard Tax-managed Fds (4.6%).
What the accounts hold
- Stocks36%
- Funds45%
- Bonds11%
- Investment grade corporate bonds8%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash9%
Reported 13F holdings
- $282M
- Reported 13F value
- 148
- Positions
- 35.2%
- In the 10 largest
- +3.1%
- Value vs. prior quarter
- iShares TR · S&P 500 Val ETF5.0%
- Apple Inc.4.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt4.6%
- iShares TR · S&P 500 Grwt ETF4.2%
- Dbx ETF TR · Xtra RU 1000 ETF3.8%
- Microsoft Corp.3.3%
- Broadcom Inc.2.6%
- Alphabet Inc. · Cap Stk CL A2.5%
- JPMORGAN Chase & CO2.4%
- Vanguard Index Fds · Mid Cap ETF2.1%
Together, the ten largest are 35.2% of reported value.
How many clients does BKM Wealth Management have?
BKM Wealth Management has 608 clients and manages $652 million for them, as of February 2026. They include 388 individual clients, 202 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does BKM Wealth Management offer?
BKM Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BKM Wealth Management charge?
BKM Wealth Management charges 1.25%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Which custodians does BKM Wealth Management use?
BKM Wealth Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $652M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does BKM Wealth Management have?
BKM Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BKM Wealth Management invest in?
At the end of its last fiscal year, BKM Wealth Management’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 9% cash and equivalents, 8% investment grade corporate bonds, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BKM Wealth Management?
BKM Wealth Management’s direct owners are Casey Berrall, Matthew Kons, Steven Manders and William Manders, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does BKM Wealth Management get paid?
BKM Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BKM Wealth Management?
BKM Wealth Management’s main office is at 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045. Its phone number is 262-955-7147. Its website is bkmwm.com.