← Back to searchVisit website
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD 338738 · SEC 801-135064
555 S. RANDALL ROAD, SUITE 202, ST. CHARLES, IL, 60174, United States
Phone
630-377-8760
Fax
630-377-8769
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.5M
Discretionary AUM
$211.0M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $51.7M |
| High net worth individuals | 51 | $159.7M |
States served
AZ, IL, MI, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD