JKM WEALTH MANAGEMENT INC

JKM WEALTH MANAGEMENT INC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 297564). Regulatory assets under management: $44.6M.

Registration

• CRD: 297564
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search