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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2014
- Office Locations
- 1
Office Locations
About AKM Advisory
AKM Advisory is an independent, fiduciary wealth management boutique in Edina, MN serving individual investors and families. The firm provides financial planning, retirement income distribution planning, and discretionary investment management, personally managing client portfolios with an emphasis on consistent growth and managing volatility. Portfolios commonly use ETFs and mutual funds and are custodied primarily at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 51 clients, or 25.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
PATRICK ANDREW FOLEY
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4143171
- Ownership
- 50% but less than 75%
ADAM KELTGEN MANS
Advisor, Chief Executive Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2413996
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,148,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,148,594 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AKM Advisory has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.