Adviser Profile

As of Date 12/14/2025
Registration status Registration Changed to WMKI GROUP LLC
Contact Info (81 xxxxxxx
Websites
AUM* 129,310,416 71%
of that, discretionary 129,310,416 71%
Number of Employees 4 300%
of those in investment advisory functions 4 300%
Private Fund GAV* 0
Avg Account Size 3,694,583 18%
% High Net Worth 47.06% 3%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees