# JKM WEALTH MANAGEMENT INC

JKM WEALTH MANAGEMENT INC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 297564
- Type: SEC-registered investment adviser
- Location: 5550 GLADES ROAD, BOCA RATON, FL, 33431
- Phone: (561) 213-1399
- Latest filing: 2026-03-30
- Regulatory AUM: $44.6M
- Discretionary AUM: $38.6M
- Non-discretionary AUM: $6.1M
- Clients: 2
- Accounts: 200

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297564/similar
- Related entities: https://search.stillhousedata.com/firm/297564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297564

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
