Bkm Wealth Management, Llc
- Regulatory AUM
- $652M
- Discretionary
- $525M
- Clients
- 608
- Avg AUM / client
- $1.1M
- Accounts
- 1,921
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 388 | $133M | 20.4% |
| High net worth individuals | 202 | $483M | 74.1% |
| Pension and profit sharing plans | 9 | $11.2M | 1.72% |
| Charitable organizations | Fewer than 5 clients | $8.3M | 1.27% |
| Corporations and other businesses | 9 | $16.0M | 2.46% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Casey John Berrall | Member | Oct 2022 (4y) | 25% – 50% | |
| Matthew Michael Kons | Member | CFP | Oct 2022 (4y) | 25% – 50% |
| Steven Joseph Edward Manders | Chief Compliance Officer, Member | CFP | Oct 2022 (4y) | 25% – 50% |
| William James Manders | Member | Oct 2022 (4y) | 25% – 50% | |
| Jaclyn Sue Pappalardo | Registered representative | Mar 2023 (3y) | ||
| William Berrall | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $652M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗