# BKM Wealth

> Mobile app for BKM Wealth Management clients to access finances and communicate with advisors. (iPhone/iPad app by BKM Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/bkm-wealth/id1673805184 (this page in markdown: same URL + `.md`)
- Developer: [BKM Wealth Management, LLC](https://appshunter.io/developer/1673805186)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-02-24
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bkm-wealth/id1673805184/reviews.md

## What is BKM Wealth?

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

## Key features

- Account access
- Financial overview
- Goal review
- Document upload
- Advisor communication


## Frequently asked questions about BKM Wealth

### What is BKM Wealth?

BKM Wealth is a mobile application designed for clients of BKM Wealth Management. It provides anytime access to your finances, allowing you to view accounts, review goals, and communicate with your advisor.

### Is BKM Wealth free to use?

Yes, BKM Wealth is available for free download and use. It is offered as a complimentary service to existing clients of BKM Wealth Management.

### What devices does BKM Wealth support?

BKM Wealth is compatible with iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.

### How secure is BKM Wealth?

The app allows you to securely upload documents and communicate with your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm, emphasizing client interests.

### Can I connect external financial accounts to BKM Wealth?

Yes, the app allows you to connect and view your accounts for an organized overview of your complete financial picture, consolidating your financial life in one place.

### How often is BKM Wealth updated?

The latest version of BKM Wealth is 5.22.1, last updated on February 5, 2026. This indicates a commitment to regular updates and improvements for users.

### What is the age rating for BKM Wealth?

BKM Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature or sensitive content.

### Does BKM Wealth have ads?

No, BKM Wealth does not contain advertisements. As a client-focused financial management tool, it prioritizes a clean and uninterrupted user experience.

## Version history (last 5 releases)

### 5.22.1 — 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

### 5.17.1 — 2025-03-12

- 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

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-01

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.6 — 2024-02-21

- 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

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## Related topics

[bkm wealth](https://appshunter.io/ios/topics/bkm-wealth) · [bkm](https://appshunter.io/ios/topics/bkm)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*