Kom Wealth Management Group, LLC
Kom Wealth Management Group, LLC is an SEC-registered mass-market adviser in Appleton, WI with $407.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Kom Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142682, SEC 801-67464, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $407.8M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 7
- Clients
- 575
- CRD
- 142682
- Ownership
- OTTO, RICHARD, MICHAEL; BERNSTEIN, DANIEL, ADAM; KERNTKE, CLAUS, PETER; MC GLONE, JAMES, MIKE; MCGLONE, JASON, ANTHONY
How much AUM does Kom Wealth Management Group, LLC have?
Kom Wealth Management Group, LLC reported $407.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Kom Wealth Management Group, LLC?
Disclosed owners and executives of Kom Wealth Management Group, LLC include OTTO, RICHARD, MICHAEL, BERNSTEIN, DANIEL, ADAM, KERNTKE, CLAUS, PETER, MC GLONE, JAMES, MIKE, MCGLONE, JASON, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.