Krm Financial Planning & Wealth Management, LLC: new SEC registration, $211M AUM, St. Charles, IL
Krm Financial Planning & Wealth Management, LLC (St. Charles, Illinois): new SEC registration, $211M AUM, St. Charles, IL. Its amount of 211 is above the median of 134 (69th percentile). Dated 307 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 211 · 69th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Krm Financial Planning & Wealth Management, LLC |
| Legal name | Krm Financial Planning & Wealth Management, LLC |
| CRD | 338738 |
| Status | Approved |
| Registered with the SEC | 2026-01-02 |
| Latest Form ADV filing | 2026-05-01 |
| Location | St. Charles, IL, United States |
| Regulatory AUM | $211,482,938 |
| Accounts | 516 |
| Employees | 3 |
| Website | https://krmfinancial.com/ |
| amount percentile | 69th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Krm Financial Planning & Wealth Management, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Krm Financial Planning & Wealth Management + all 57 IL records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Krm Financial Planning & Wealth Management, LLC and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Krm Financial Planning & Wealth Management, LLC's amount: 69th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $211M under management.
- Website on file.
What is the NewRiaPulse record for Krm Financial Planning & Wealth Management, LLC in St. Charles, Illinois?
Krm Financial Planning & Wealth Management, LLC received SEC registration as an investment adviser (2026-01-02) with $211,482,938 in regulatory assets under management, based in St. Charles, IL.
How does Krm Financial Planning & Wealth Management, LLC compare to other Illinois NewRiaPulse records?
Its amount of 211 sits in the upper half (69th percentile) of 1,149 records; the median is 134. It is 307 days old; check the official source for later updates before acting.
Krm Financial Planning & Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Krm Financial Planning & Wealth Management, LLC | St. Charles, IL | 211 | 69th | 2026-01-02 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Illinois NewRiaPulse: Approved
Cross-dataset signals in Illinois
More Illinois public-record feeds
Illinois Professional Licensing Pulse in Illinois Nonprofit Revenue, Expenses & Assets from Form 990 in Illinois New, Terminating & Large 401(k) Plans from Form 5500 Filings in Illinois Excluded Health Care Business Search (OIG LEIE) in Illinois EPA Brownfields Award Tracker in Illinois Nursing Home Inspection Deficiencies by State & Severity in Illinois Carrier Out-of-Service Alerts in Illinois FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Illinois
How to monitor Krm Financial Planning & Wealth Management, LLC and peer approved records
Get new NewRiaPulse records like Krm Financial Planning & Wealth Management, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.