Member · BKM Wealth Management
Matthew M. Kons
CRD 2844488 · Named on Form ADV at one SEC-registered adviser
At a glance
BKM Wealth Management, an SEC-registered wealth manager based in Brookfield, WI with $652 million in regulatory assets, lists Matthew M. Kons on its Form ADV as Member, a control person.
Firms and roles
- BKM Wealth ManagementMemberWealth manager · Brookfield, WI · $652M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Casey J. BerrallMember, BKM Wealth Management
- Steven J. MandersChief Compliance Officer, Member, BKM Wealth Management
- William J. MandersMember, BKM Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.