SourcingSourcing

BKM WEALTH MANAGEMENT, LLC

C41
CRD 323928·SEC 801-127026·BROOKFIELD, WI
AUM
$651.8M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BKM WEALTH MANAGEMENT, LLC
CRD
323928
SEC file #
801-127026
EIN
844983942
DBA names
Bkm Wealth Management

Economics

AUM
$651.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$582.0M → $651.8M▲ +12%
Client mix
Individuals Other388
Individuals High Net Worth202
Pension Profit Sharing Plans9
Corporations9

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
5 advisors → 5 advisors▬ 0%
Primary office
BROOKFIELD WI
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
bkmwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERRALL, CASEY, JOHN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BERRALL, CASEY, JOHN
KONS, MATTHEW, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BKMWM.COM
Rdap Domain Creation Date
2020-01-28T17:24:44Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002007263
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-01-10
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002007263-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
20300 WATER TOWER BLVD. STE. 250BROOKFIELD, WI 53045
Business
20300 WATER TOWER BLVD. STE. 250BROOKFIELD, WI 53045
Edgar EIN
844983942
Edgar Recent Filings
13F-HR2026-04-22 · 0002007263-26-000002
13F-HR2026-01-29 · 0002007263-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-28T17:24:44Z
Rdap Domain Last Changed
2025-12-27T09:24:31Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4725677
Trust Company Affiliate
No

People (6)

6
MANDERS, STEVEN, JOSEPH EDWARD
IAR · Direct Owner · 37.5%
6077589
KONS, MATTHEW, MICHAEL
IAR · Direct Owner · 37.5%
2844488
MANDERS, WILLIAM, JAMES
IAR · Direct Owner · 37.5%
1300924
BERRALL, CASEY, JOHN
IAR · Direct Owner · 37.5%
4725677
JACLYN SUE PAPPALARDO
IAR
2680937
WILLIAM BERRALL
IAR
853828