BKM Wealth5.22.1
Publisher Description
BKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture. Review your financial goals and priorities to ensure that your plan is always up to date. You can also securely upload documents and communicate with your financial advisor. If you are a client of BKM Wealth Management and would like to discuss access to this tool, please contact your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm based in Brookfield, Wisconsin. BKM serves clients as their fiduciary, putting their best interests first. They provide financial planning and investment management to a select group of clients, and serve as consultants to 401(k) plan sponsors. Financial advisors whose mission is to positively impact lives. www.bkmwm.com
Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.22.1 Feb 5 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 03/12/2025 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/01/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.6 02/21/2024 Bug fixes and performance enhancements. 5.5.2 09/03/2023 5.4.1 02/24/2023
About BKM Wealth
The company that develops BKM Wealth is BKM Wealth Management, LLC. The latest version released by its developer is 5.22.1.
To install BKM Wealth on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 6 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the BKM Wealth as malware if the download link is broken.
How to install BKM Wealth on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the BKM Wealth is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After BKM Wealth is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.22.1
posted on 2026-10-14
Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.22.1 Feb 5 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 03/12/2025 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/01/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.6 02/21/2024 Bug fixes and performance enhancements. 5.5.2 09/03/2023 5.4.1 02/24/2023
version 5.22.1
posted on 2026-02-05
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
version 5.17.1
posted on 2025-03-12
Mar 12, 2025
Version 5.17.1
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
version 5.14.0
posted on 2024-09-10
Sep 10, 2024
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
version 5.9.0
posted on 2024-04-01
Apr 1, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
version 5.6.6
posted on 2024-02-21
Feb 21, 2024
Version 5.6.6
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
version 5.5.2
posted on 2023-09-03
Sep 3, 2023
Version 5.5.2
Bug fixes and performance enhancements.
