CRD: 338738
KRM Financial Planning & Wealth Management, LLC
$211.5M Total AUM
$211.0M Disc. AUM
-- 3Y CAGR
3 Employees
177 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2026
- Office Locations
- 1
Office Locations
555 S. Randall Road, Suite 202 St. Charles IL
About KRM Financial Planning & Wealth Management, LLC
KRM Financial Planning & Wealth Management, LLC is a St. Charles-based RIA. The firm has been operating for 0 years. Managing $211.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
54 AVG AGE
$211.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Unlock to compare peer behavior around summit harbor.
Upgrade to reveal position-level detail across matrix north.
Request access to benchmark trends tied to peak wave.
See the complete signal summary connected to harbor.
Full visibility includes strategy notes for capital frontier delta.
Open the full profile to inspect shifts in frontier peak.
Unlock to compare peer behavior around focus radial.
Premium access reveals conviction themes in insight wave.
Asset Classes
Ember fusion Eagle
Custodian
Ridge
Investment Themes
Peak value Radial Element crest
Investment Vehicles
Element
Platform
Ember
Services
Vertex Atlas Horizon Vital ridge Pioneer summit Meridian Catalyst optima
Owner & Executives
K
KRAIG RICHARD MICKELSEN
Chief Compliance Officer
- CRD
- #2845238
- Ownership
- 75% or more
(799) 454-3571
harbor.pathway@matrixcapital.com
in linkedin.com/in/oak-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,963,088 | $411,234 |
| Non-Discretionary | $519,850 | $173,283 |
| Total | $211,482,938 | $409,851 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $211,482,938
Public Funds:
14.4% Equity - Exchange:
16.3% U.S. Government/Agency:
25.7% Cash:
23.3% Municipal Bonds:
13.6% Equity - OTC:
6.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,020,593,108 | 14.4% |
| Equity - Exchange | $1,155,254,698 | 16.3% |
| U.S. Government/Agency | $1,821,475,199 | 25.7% |
| Cash | $1,651,376,348 | 23.3% |
| Municipal Bonds | $963,893,491 | 13.6% |
| Equity - OTC | $474,859,294 | 6.7% |
| Total | $7,087,452,138 | 100.0% |