J
CRD: 297564
JKM Wealth Management INC
Boca Raton, FL, 33431
5612131399
$44.6M Total AUM
$38.6M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2018
- Office Locations
- 1
Office Locations
5550 Glades Road Suite 500 Boca Raton FL
About JKM Wealth Management INC
JKM Wealth Management INC is a Boca Raton-based RIA. The firm has been operating for 7 years. Managing $44.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$44.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Oak Insight optima
Client Personas
Vital
Investment Themes
Zenith pioneer Eagle pathway
Investment Vehicles
Timber beacon
Services
Ridge vector Focus value Radial element Eagle foundation Vital Signal Frontier crest
Owner & Executives
J
JIM KING MUI
Chief Compliance Officer, Insurance Agent, President
- CRD
- #1007131
- Ownership
- 75% or more
(481) 411-1225
catalyst.vector@harborcapital.com
in linkedin.com/in/vital-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,558,527 | -- |
| Non-Discretionary | $6,088,950 | -- |
| Total | $44,647,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,647,477
Equity - Exchange:
32.3% Public Funds:
8.0% Cash:
26.4% Derivatives:
9.5% Municipal Bonds:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,410,531,904 | 32.3% |
| Public Funds | $349,357,747 | 8.0% |
| Cash | $1,152,880,565 | 26.4% |
| Derivatives | $414,862,325 | 9.5% |
| Municipal Bonds | $1,039,339,298 | 23.8% |
| Total | $4,366,971,839 | 100.0% |