Kom Wealth Management Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 142682
- SEC number
- 801-67464
- Firm type
- RIA
- Assets under management
- $407.8M as of Mar 4, 2026
- Website
- www.onekom.com ↗
- Phone
- 920-733-3865
- Address
- 3601 E. Evergreen Drive, Appleton, WI, 54913
Advisors at this firm
6 in our index · page 1 of 1
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Kaley Marie KleppsCRD 7414274 · Appleton, WIIA RegisteredDisclosure event(s) on record
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James Mike McgloneCRD 2563916 · Appleton, WIIA RegisteredRegistration inactiveDisclosure event(s) on record
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Kenneth John McgloneCRD 7414175 · Appleton, WIIA Registered
-
Richard Michael OttoCRD 2227141 · Appleton, WIIA RegisteredRegistration inactive
-
Troy Allen SommerfeldCRD 7168165 · Appleton, WIIA RegisteredRegistration inactive
-
Macy Alexandra StricklandCRD 8167131 · Appleton, WIIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 142682 ↗
FINRA BrokerCheck record for firm CRD 142682 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.