# Krm Financial Planning & Wealth Management, LLC: new SEC registration, $211M AUM, St. Charles, IL

**Score:** 45/100

| 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 | 2026-10-16 |
| Location | St. Charles, IL, United States |
| Regulatory AUM | $211,482,938 |
| Accounts | 516 |
| Employees | 3 |
| Website | https://krmfinancial.com/ |

## Why this score
- $211M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/338738). Last refreshed: 2026-11-04T21:45:24.609Z.
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.