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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Pioneer alphaFoundation signal
- Established Date
- 12-09-2022
- Office Locations
- 1
Office Locations
About BKM Wealth Management
BKM Wealth Management is a Brookfield, WI advisory firm providing financial planning, investment management, and integrated tax planning, including income tax preparation and filing. The team supports individuals and business owners across life stages with estate planning strategies and business retirement plans. Portfolios emphasize asset allocation, risk management, and tax-efficient implementation using ETFs and mutual funds; custody includes Wells Fargo.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
CASEY JOHN BERRALL
Financial Advisor, General Partner
- CRD
- #4725677
- Ownership
- 25% but less than 50%
MATTHEW MICHAEL KONS
Financial Advisor, General Partner
- CRD
- #2844488
- Ownership
- 25% but less than 50%
Pathway atlas
Momentum wave radial
- CRD
- #92203
- Ownership
- 14.3%
Showing 2 of 4 owners & executives
Unlock allContacts
WILLIAM BERRALL
Financial Advisor, General Partner
- CRD
- #853828
JACLYN SUE PAPPALARDO
Director
- CRD
- #2680937
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,243,260 | $362,487 |
| Non-Discretionary | $126,599,127 | $268,218 |
| Total | $651,842,387 | $339,325 |
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Separately Managed Accounts
Total SMA Asset: $651,842,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,317,040,935 | 16.3% |
| Equity - Exchange | $848,400,602 | 10.5% |
| Cash | $1,712,961,216 | 21.2% |
| Corporate - Investment Grade | $1,357,440,963 | 16.8% |
| Municipal Bonds | $1,648,321,170 | 20.4% |
| U.S. Government/Agency | $1,195,840,848 | 14.8% |
| Total | $8,080,005,734 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM VERTEX MATRIX | BRIDGE DELTA | X04X6YR49 | KVFW | 4.58% | $64,652,894 |
| VITAL SUMMIT ATLAS | ALPHA LEGACY | KFTXCNBK8 | WADFV | 10.73% | $118,505,034 |
| MOMENTUM PEAK | BRIDGE SUMMIT | 06VUFH6F0 | XNZH | 10.07% | $107,876,799 |
| MERIDIAN PATHWAY CAPITAL | QUANTUM ALPHA | MXAK4NYRO | TKHXI | 6.96% | $86,659,975 |
| OAK CATALYST | SUMMIT PRIME | C80ZHXE2Z | HYIMF | 7.46% | $9,877,044 |
| VITAL QUANTUM | PRIME EAGLE | SD913VEJ8 | RWH | 5.36% | $86,400,040 |
| GLACIER BRIDGE | VECTOR ZENITH | OQ07TWKHO | NQK | 9.83% | $18,692,490 |
| ATLAS HORIZON | HARBOR VERTEX | DVO6FSDPC | NVZOR | 10.68% | $44,854,945 |