Krm Financial Planning & Wealth Management, LLC
Krm Financial Planning & Wealth Management, LLC is an SEC-registered wealth manager in St. Charles, IL with $211.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Krm Financial Planning & Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338738, SEC 801-135064, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $211.5M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- St. Charles, IL
- Employees
- 3
- Clients
- 177
- CRD
- 338738
- Ownership
- SWEAS, ROBERT, MATTHEW; MICKELSEN, KRAIG, RICHARD
How much AUM does Krm Financial Planning & Wealth Management, LLC have?
Krm Financial Planning & Wealth Management, LLC reported $211.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Krm Financial Planning & Wealth Management, LLC?
Disclosed owners and executives of Krm Financial Planning & Wealth Management, LLC include SWEAS, ROBERT, MATTHEW, MICKELSEN, KRAIG, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.