WMKI GROUP LLC
DBA: WMK INVESTMENT PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $211.0M |
| Discretionary | $194.9M92% of AUM |
| Non-Discretionary | $16.1M |
| Client Accounts | 70 |
| Avg Account Size | $3.0M |
| Employees | 5 |
| Peak AUM | $211.0MMar 2026 |
AUM by Client Type
Total AUM
$211M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $211M | +63.2% | — | — | — |
| Discretionary AUM | $195M | +50.8% | |||
Key Metrics
| Total AUM | $211.0M |
| Discretionary | $194.9M |
| Employees | 5 |
| Client Accounts | 70 |
| Client Range | 0 |
Contact & Location
Phone
(818) 804-1508
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$195M
92.4% of AUM
Non-Discretionary
$16M
7.6% of AUM
Disc. mix ▼ 7.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported